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: ►Sam Altman – OpenAI turmoil. ►Buyback SURGE – “$QQQ largest weekly inflows on record this past week.” ►NVDA Earnings – “The chip maker’s earnings […]
Archives for 2023
Armed to the Teeth
“Armed to the teeth.” This is the phrase that came to mind as I was watching Josh Smith walk us through the demo of VRGL last week. I thought to myself it would be impossible for a mediocre financial advisor to hold onto a client relationship if something like this were in use by a […]
5 Myths About Payroll Services That Need To Die
Starting a business isn’t easy. It takes a brave soul and a creative mind to deal with all the challenges of building your own company from the ground up. Business owners must wear multiple hats every day, from Chief Marketing Officer to Head Of Human Resources. Once businesses are thinking about hiring their first couple […]
What is the Purpose of Bookkeeping for your Company?
What is the purpose of bookkeeping, and how can good bookkeeping improve your business? When it comes to running a company, you need everything in place and to run properly in order for your business to continually function, especially anything related to your financials. Making sure that you’re gaining more money than you’re spending is […]
3 Things To Know If You Hire Freelancers
Nearly 54 million Americans are now doing freelance work, according to a 2015 study conducted by the independent research firm Edelman Berland and commissioned by Freelancers Union and Upwork. If you’re a startup or a company who operates in the digital sphere, hiring freelancers can be a great way to access quality work from a […]
How Prevent Embezzlement and Theft as a Business Owner?
Many people start businesses with stars in their eyes. They only imagine the ideal scenario in which customers love their product or services, employees are loyal and trustworthy, payroll and benefits flow smoothly, and their bank account grows continuously year after year. This isn’t a description of reality, of course, because real life is messy […]
CFP Board Diversity Summit in 2023 strikes notes of defiance, hope
Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.
Texas hits Ernst & Young with $3M penalty – Accounting Today
Texas hits Ernst & Young with $3M penalty Accounting Today
Weekend Reading For Financial Planners (November 11-12)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a Fidelity benchmarking study revealed that both small and large RIAs saw positive organic growth in 2022, helping to mitigate AUM declines resulting from weak market performance. The report also flagged that profit margins for […]
Editor’s Comment: Fee, fi, fo, fum…
The Consumer Duty is just over three months old and it’s already developing muscle to push through reform of the wealth management and Financial Planning sectors, particularly on fees. Some advisers may have thought the Consumer Duty was just another piece of regulation to tick off. It seems not. Two developments this week suggest the […]