Betterment for Advisors has partnered with a trio of wealthtech companies on a software bundle for independent advisors, but says it’s not trying to compete with RIA networks that offer technology suites to members. The RIA Tech Suite includes Betterment’s for-advisors digital advice platform, RIA in a Box for compliance and cybersecurity, financial planning from […]
Archives for 2021
H&R Block’s Wave unit plans new AR abilities – Accounting Today
H&R Block’s financial technology innovation arm, Wave, is adding new accounts receivable features to its small-business bookkeeping software. In July, Wave plans to add new AR management features, including an invoice list view for identifying customers with unpaid invoices. A new customer list view will let users see how much any customer owes, without needing […]
Child tax credit: New portal for opting out of advance payments
The IRS has opened an online site to enable taxpayers to unenroll from receiving advance payments of the 2021 child tax credit (CTC). The new “Child Tax Credit Update Portal” allows parents to view their eligibility, view their expected CTC advance payments, and, if they wish to do so, unenroll from receiving advance payments (i.e., […]
Cryptominers Slither into Python Projects in Supply-Chain Campaign
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Year of the Retail Trader
[embedded content] 5:30pm ET LIVE premiere today – Subscribe for the alert! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Year of the Retail Trader – “Nonprofessional investors are continuing to upend […]
What Is Crowdsourcing, and How Can You Use it to Grow Your Business?
Your business is your baby. You want to see it grow and prosper. But sometimes, you need to try new methods to get the word out about your company and raise funds for business growth. Thanks to the technological age, more options are out there now to assist you with funding and growing your business—like […]
Tinder thinks online dating is primed for change and will add video to profiles
The Covid-19 pandemic resulted in an increase in people looking for love on dating platforms such as Match Group’s Tinder app. Beata Zawrzel | NurPhoto | Getty Images Tinder on Tuesday announced a slate of new features coming to Match Group‘s largest dating app, including the option to add videos into profiles. It shows how […]
FCA outlines climate disclosure rules
The Financial Conduct Authority (FCA) has published two consultations looking at climate-related financial disclosure rules for pension providers, asset managers and life insurers. The proposed disclosure rules are aligned with the recommendations from the Financial Stability Board’s international Taskforce on Climate-related Financial Disclosures (TCFD) for listed and regulated companies. The rules will require firms to […]
#FA Success Ep 234: Charging Advice Fees To Help Clients Change Their Money Script, With Yohance Harrison
Executive Summary Welcome back to the 234th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Yohance Harrison. Yohance is the founder of Money Script Wealth Management, an RIA based in Cedar Hill, Texas that offers ongoing financial planning services to 225 upwardly mobile young healthcare professionals for a combination of […]
Why Business Owners Need to Stop Doing Their Own Accounting – Inc.
The pandemic made us all realize just how important having a good accounting framework in place is for small- and medium-sized businesses. Sadly, I saw so many of my clients struggle with the basic know-how needed to fill out the forms and paperwork required for Payroll Protection Program and Economic Injury Disaster Loans. For some, […]