Executive Summary Welcome back to the 159th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Kelly Shikany. Kelly is a financial advisor and director of wealth management for Lakeside Wealth, a hybrid RIA based in Chesterton, Indiana, right outside Chicago, where Kelly manages a base of nearly $90 million of client assets. […]
Archives for January 2020
Spotify, Warner Chappell sign licensing deal to end their legal battle in India
Music streaming service Spotify has signed a licensing agreement with Warner Music Group’s music publishing division Warner Chappell for multiple territories including India. Following this agreement, the Bombay High court has dismissed the long-drawn litigation between both the parties after their joint request, the companies said in a statement. “We’re happy with this outcome. This […]
Renault, Nissan say alliance not headed for break-up
TOKYO/PARIS (Reuters) – Shares in Renault recovered some lost ground on Tuesday after the French carmaker and its Japanese partner Nissan Motor rejected media reports that their alliance was in danger of being dissolved. Growing concerns about the state of the 20-year old French-Japanese alliance, forged by former boss turned fugitive Carlos Ghosn, had sent […]
FCA to return £2.5m to UCIS ‘land banking’ victims
The Financial Conduct Authority has secured High Court approval to return £2.5m to victims of a series of unauthorised collective investment schemes (UCIS). Between 2005 and 2010 around 800 people invested £32.8m in unauthorised collective investment schemes connected to land banking – selling parcels of land to investors. The schemes were established and operated by […]
Arogya Sanjeevani Policy – Standard Health Insurance Policy – Review
Arogya Sanjeevani Policy is standard health insurance policy proposed by IRDAI. Let’s take a look at features and benefits offered by Arogya Sanjeevani Policy. As you are aware that the cost of medical expenses is skyrocketing and one cannot afford to live without health insurance. When you decide to buy a health insurance policy, you […]
Treasury yields turn lower as investors await interim US-China trade deal
U.S. government debt prices turned higher Tuesday morning, as investors await the planned signing of an interim trade deal between the world’s two largest economies. At 3:45 a.m. ET, the benchmark 10-year Treasury note, which moves inversely to price, was lower at around 1.8354%, while the yield on the 30-year Treasury bond was also lower […]
23 most common Investments and how they are Taxed in 2020?
Taxation plays a very important role in the returns generated by your investment and so you should know how the investment is taxed before you choose one. We list down the most common investments and how they are taxed? Fixed Income/Debt Investments: 1. Saving Bank Account: Interest earned in Saving bank account up to Rs […]
Visa to buy fintech startup Plaid in a $5.3 billion deal
Visa said on Monday it agreed to buy privately held software startup Plaid in a $5.3 billion deal that will boost the payments giant’s access to the booming financial technology space. The transaction highlights how traditional financial firms are willing to pay top dollar to acquire businesses which have established strong positions servicing the digital […]
Flipkart tightens returns policy on rising frauds
Consumers buying winter fashion and lifestyle products on Flipkart will get less time to return products as the Walmart-owned e-tailer is tightening its returns policy. Flipkart is reducing the returns window for the segment to 10 days, from 30 days earlier, suspecting fraud orders by consumers, resulting in a ‘drastic rise’ in returns. Flipkart has […]
More e-tailers doing away with OTPs
Many e-commerce platforms and mobile apps are set to do away with the second-factor authentication of one-time passwords (OTPs) for regular customers on payments up to Rs 2,000, making online transactions quicker and smoother. Flipkart has already done so, and others like Swiggy and ride-sharing apps are about to follow. A key driver for this […]