There’s no doubt that automation is the key to efficiency when it comes to managing your finances, and those of your clients. Over the past month, we’ve released a number of features that reduce those time-consuming manual tasks – like sending emails to customers, managing duplicate transactions and tracking your time on projects – so […]
Archives for July 2020
IBD Elite 2020: Which IBDs have the most producing reps?
Does bigger equal better? Not always. Consolidation continues to reshape wealth management. That means big independent broker-dealers that serve the largest number of financial advisors enjoy advantages, but face distinct challenges. Indeed, some firms have cut from their ranks; others brag about their selectivity. The 10 firms listed below boast the most producing representatives in […]
Weekend Reading for Financial Planners (August 1-2)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the latest on the HEALS Act, the proposed legislation from Senate Republicans that may become the 5th economic stimulus bill in response to the coronavirus pandemic but is currently still mired in debate, not only between […]
UK-based fintech Wiserfunding set to foray into India’s MSME credit market
UK-based fintechWiserfunding is set to make its entry into India launching its Artificial Intelligence (AI) backed cloud-based credit risk assessment tool to help banks provide loans to small businesses. The company is set to invest $3-5 million in India over the next three years to tailor credit risk models specifically towards Indian SMEs to reach […]
ETtech Top 5: Big Tech firms rack up profits amid the pandemic-hit quarter
Big Tech firms are raking in significant profits due to the surge in demand for their products and services amid the Covid-19 pandemic. This comes just a day after chief executives of these companies faced intense questioning in the nearly six-hour-long US Congressional antitrust hearing over their business practices and market dominance. Amazon‘s record profit […]
Google aims to make ads more transparent, launches several tools
Google will offer new tools to provide users with more information about the ads that they see, continuing with recent efforts to become more transparent and increase privacy choices. The additional controls are meant to increase transparency around how digital advertising works, the Mountain View-headquartered search and internet leader said. Along with its existing feature […]
Selling online? Here’s why you need an accountant
With many stores still closed and everyone spending more time online, it’s no surprise that there’s been an explosion in demand for online shopping. Going online is a great opportunity for small businesses. It can help expand their offering and grow their customer base (including their international reach). However, setting up a successful ecommerce platform […]
After a record-breaking quarter, Amazon at work on digitising SMEs
Amazon has reiterated its focus on digitising micro, small and medium-sized businesses in India and said it was launching new features to support these efforts. This comes at a time when large players such as Reliance Industries’ JioMart and Walmart-owned e-commerce company Flipkart are also stepping up on onboarding neighbourhood stores to build more hyperlocal […]
Apple quarterly profit jumps on gains in services, wearables
Apple on Thursday delivered blowout quarterly results, reporting revenue gains across every category and in every geography as consumers working and learning from home during the Covid-19 pandemic turned to its products and services. The report topped Wall Street expectations, with even long-overshadowed categories like iPads and Macs getting a boost. Shares rose as much […]
Google ad rebound offsets Alphabet’s first-ever sales drop
Google‘s ad sales have recovered since plummeting in March during the coronavirus pandemic, parent Alphabet said on Thursday, easing concerns about its first quarterly sales slide in its 16 years as a public company. Alphabet shares were barely changed at $1,552, above their pre-pandemic high, after it said revenue fell 2% in the second quarter, […]