Small business success this year is all over the map. So far, Brigade is doing well. But in the interest of transparency, I want you to know: We’ve had to face challenges, and there are worries that still keep me up at night. But I’m also here to say, this is completely normal. Here’s some […]
Archives for July 2020
Business notebook: Two Abilene accounting firms to merge – Abilene Reporter-News
Abilene-based accounting firm Ray & Company, P.C. will become a part of Condley and Company L.L.P., also based in Abilene, effective Nov. 1, according to a Tuesday news release from Condley and Company. “Our merger with Condley and Company provides us with many new resources,” said Ray & Company president Hobby Stevens in the release. […]
Florida now has more coronavirus cases than New York and California leads the nation
A health-care worker collects samples using a nasal swab at a mobile Covid-19 testing facility, in Miami Beach, Florida, United States on July 24, 2020. Anadolu Agency | Anadolu Agency | Getty Images Florida has reported more confirmed coronavirus cases than New York state, as the epicenter of the pandemic has shifted from the Northeast […]
Savers resist urge to raid pensions during lockdown
March and April saw big falls in the number of people enquiring about and accessing their pensions, according to data released today. The data from the Association of British Insurers (ABI) compared pensions enquiries and withdrawals between April 2019 and April 2020. Queries from customers about their pension fell by nearly a third (31.9%), people […]
Los Angeles schools chief doesn’t see a time yet for reopening
Los Angeles Unified Superintendent Austin Beutner. Irfan Khan | Los Angeles Times | Getty Images A day after the U.S. Centers for Disease Control and Prevention issued guidelines encouraging public schools to reopen, the leader of the nation’s second-largest district said there was no timeline for when Los Angeles classrooms would welcome students again. The opening […]
506 advisors, $31.1 billion in client assets: LPL, Raymond James and Wells Fargo FiNet lead indie recruiting
The economic stress from the coronavirus is making its impact felt on M&A transactions and company earnings. Recruiting is another matter, though. With more than 500 advisors and $30 billion in client assets in motion under the year’s announced recruiting moves in the independent channel this year, a brief pause in activity in March has […]
Tonight!
Don’t forget to watch Frank Holland and I on CNBC tonight at 6pm ET doing an hour on stocks, financial advice and wealth management. We have great guests and tons to talk about. Thank you for tuning in!
What could upswing in coronavirus cases mean for advisor workspaces? Virtually anything
How is the recent surge in coronavirus cases nationwide impacting advisors’ plans for their future workspaces? “It’s going to flip everything on its head,” says XY Planning Network advisor and MYRA Wealth founder Sahil Vakil. “It will be, ‘Work remotely and meet in-person when needed.’ ” What that looks like is dependent upon firms as […]
Weekend Reading for Financial Planners (July 25-26)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the latest on the prospective fifth round of economic stimulus in response to the coronavirus pandemic, with a formal legislative proposal delayed until next week, but the details starting to take shape, including another round of […]
What to say when clients want to talk politics
The year 2020 has certainly been an interesting one so far. (I can think of plenty of other adjectives that would be even more fitting.) And just when I start to think that maybe the second half of this year will be a little less eventful, I remember we have an election coming up. I’m […]