First, Plaid built a platform of application programming interfaces to make it easy for fintech developers to access client account data held at financial institutions. The venture was so successful, Visa snapped up Plaid for $5.3 billion in January. Now the company has a new initiative to bring those APIs directly to wealth management firms […]
Archives for May 2020
A Degenerate Gambler Walks Into a Stock Exchange…
[embedded content] On an all-new What Are Your Thoughts – Michael Batnick and Downtown Josh Brown discuss the biggest topics in finance this week, including: What if the stock market is doing a better job of tracking the real economy than we think? Which is more dangerous for a degenerate gambler – legal sports betting […]
Essential documents clients must update during COVID-19
CPAs have been especially busy in recent weeks counseling clients through the sudden economic challenges brought on by COVID-19. Because you’ll be communicating with a large number of your clients, this can be a timely opportunity to also remind them to update essential documents, such as living wills and power of attorney designations. During this […]
7 Digital Marketing Tools for Financial Advisers During COVID-19 Pandemic (And Beyond)
It would be an understatement to say that the COVID-19 pandemic has turned everyone’s lives upside down. If you’re anything like me, your living room has become your office and your classroom for your kids. And while I sincerely hope your adviser business isn’t suffering, I realize that many businesses are looking for ways to […]
ETtech Top 5: Startups stumble, Flipkart slows Walmart, Online learning boom & more
Indian startups, which employ around 4,00,000 people across 9,300 technology firms, are walking a tightrope between staying the course, and pivoting their businesses to adapt to the new normal. The Covid-19 pandemic has ravaged businesses across the world, changed consumer behaviour and put millions of people out of work. And India’s startup sector doesn’t seem […]
TikTok’s rating drops after Internet war erupts with online influencers
Short video platform TikTok’s user rating dropped to 2 stars on Tuesday on the Google Play Store from 4.6 last week following a heated online battle between a YouTube influencer and TikTok creator in India. It started when TikTok creator Amir Siddiqui posted a video on Facebook-owned Instagram calling out YouTubers. In his video, Siddiqui […]
Expecting a revival to start in the next quarter: Oyo’s Rohit Kapoor
Rohit Kapoor, CEO of SoftBank backed Oyo for India and South Asia said he is expecting a recovery for the hospitality sector starting in the next quarter and that Oyo’s only request to the government at this time would be to allow the graded opening of hotels, with adequate precautions. “If you ask people, coming […]
Delhi HC issues notices to govt, Facebook, Google, Twitter on ‘Bois Locker Room’ case
The Delhi High Court on Tuesday issued notices to the central government, Facebook, Google and Twitter over an application seeking removal of groups like ‘Bois locker room’ to protect the safety and security of children. The court had on Monday directed the city police to speed up its investigation of Bois Locker Room — a […]
Rising to the Occasion: How to Master Your Entrepreneur Elevator Pitch in 5 Steps
Quick: Tell me what your business does in under a minute and a half. Can you do it? Probably not—for one of two reasons. First, we can’t hear you. And second, you may not have nailed down your entrepreneur elevator pitch yet. Concisely articulating your business idea or business is hard. It takes significant practice, […]
#FASuccess Ep 177: Career-Changing To Become A Financial Advisor In The Midst Of A (Financial Crisis And) Bear Market, with Sara Stanich
Executive Summary Welcome back to the 177th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Sara Stanich. Sara is the founder of Cultivating Wealth, an independent RIA based in the New York City area that oversees nearly $50 million of assets under management for 95 ongoing client households. What’s unique about Sara, […]