Intelliflo, a new technology company created by asset manager Invesco, has landed a significant new customer. Insurance giant State Farm announced plans to migrate its brokerage business onto Intelliflo’s platform in an effort to boost agents’ ability to offer investment management and financial planning. Agents will get a single program to recommend products across brokerage […]
Archives for 2021
Disney executives won’t attend CinemaCon in-person as delta Covid variant rages in Las Vegas
Signage outside Caesars Palace hotel and casino in Las Vegas, Nevada, on Sunday, May 02, 2021. Roger Kisby | Bloomberg | Getty Images Walt Disney executives won’t be traveling to Las Vegas next month to attend the National Association of Theatre Owners’ CinemaCon. The company cited growing concerns over the Covid-19 delta variant for why […]
These stocks should benefit from rising inflation, ETF manager says
Rising inflation may threaten the market’s largest stocks, but it does have some potential beneficiaries. The Horizon Kinetics Inflation Beneficiaries ETF (INFL), which launched in January, identifies and groups those names to offer investors protection in inflationary environments, its co-portfolio manager James Davolos told CNBC’s “ETF Edge” this week. “The first thing we want to […]
Fireside chat with Betterment’s new CEO, Sarah Levy
The Tech Investment Squeeze According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?
Weekend Reading for Financial Planners (July 24-25)
Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with industry buzz that a new Senate bill would remove the “Specified Service Trade Or Business” (SSTB) limitations on the Qualified Business Income deduction, effectively opening the door for financial advisors to claim the 20%-of-income deduction… with […]
Tuition insurance may help cover costs if a student withdraws from college
Even before the pandemic, Eden Schiano, 19, had concerns about her first year of college. Schiano suffered from anorexia in high school and was uncertain how the fall of 2020 would go as a freshman at Virginia Commonwealth University. Being mostly isolated in her dorm quickly took a toll. “I was in my dorm room, […]
Covetrus names new chief accounting officer to succeed Laura Phillips – Mainebiz
Portland-based Covetrus Inc. (Nasdaq: CVET), which has changed up and expanded its C-suite since launching two years ago, has named a new chief accounting officer. Drew Coxhead will become CAO, vice president and corporate controller on Aug. 16, succeeding Laura Phillips, who is retiring from Covetrus, the company said in a news release Thursday. Courtesy […]
United Federal Credit Union names director of accounting, controller – grbj.com
Justin Mederios Courtesy United Federal Credit Union A southwest Michigan credit union appointed a director of accounting and controller. St. Joseph-based United Federal Credit Union said Wednesday that it hired Justin Medeiros for the position. He brings 10 years of financial industry experience to United. Most recently, he served as vice president/assistant controller for BankNewport […]
The value of analogue measurement
Analogue measurement can define your upside. when you look at what you can achieve in a plant, you may be able to accomplish a lot with just simple digital sensors. You can tell when something switches state ( goes on and off), you know if things are running or not running, you can tell if […]
Single audit rules clarified for Provider Relief Fund recipients
Information included in the newly released HHS FAQs states that nonfederal entities will include PRF expenditures and/or lost revenues in the schedule of expenditures for federal awards (SEFA) for fiscal years ending on or after June 30, 2021. The AICPA Governmental Audit Quality Center (GAQC) has confirmed with HHS that the new guidance supersedes previous […]