Berkshire Hathaway CEO Warren Buffett is one of the richest men alive, yet he’s known to live well below his means. Many argue that’s the way to wealth; so we asked these millionaires and Advisors in The Oracles to share their frugal habits. Some shared their not-so-frugal habits as well. 1. “I research the best deals.” “Being content in everything is a…
Outsourcing can save a lot of time and money, but hiring outside experts for the wrong tasks can also negatively impact your business. Here’s how eight business leaders and Advisors in The Oracles decide what to outsource and what to keep in-house. Top row L to R: Alli Webb, Mike Peters, Scott Shainman, Thomas Carter. Bottom row L to R:…
DALLAS, TX / ACCESSWIRE / February 7, 2019 / Whether you call them smart securities, digital securities or security tokens the post-ICO, compliant approach to blockchain-based venture fundraising is poised to unlock trillions of dollars of capital market value. At the forefront of the smart securities, revolution is Thomas Carter, a 30-year fintech innovator and CEO of DealBox, a digital securities issuance…
Technology is radically reshaping the financial services industry before our eyes. This paradigm shift is affecting everything from the way we borrow and lend money, process payments, and even the very nature your clients invest. As an investment advisor, you have front-row seats to these incredible changes. Embracing these innovations will help you better connect with clients, distinguish yourself from…
