JPMorgan’s attorney attempted to lay out his case: One of the firm’s former advisors had violated his non-solicitation agreements, moving millions of dollars in client assets to his new employer Ameriprise. If something wasn’t done, irreparable harm would be done. But the judge wasn’t buying it, going so far as to call one of the […]
Archives for August 2020
Stronger and smarter: The lawyer finding empowerment in a plan
The posts in this series have been drawn from Xero’s Stronger and smarter: a small business handbook. Designed to help small businesses determine which steps to take next, this practical guide uncovers the 10 trends shaping the future – so you can come back stronger and smarter than ever. The uncertainty created by COVID-19 led […]
The Vaccine Trade: What Are Your Thoughts?
[embedded content] Subscribe today and never miss the newest edition! Josh here – join Michael Batnick and I as we discuss the hottest financial market topics of the week, including: Why Twitter follower counts are bulls***How do you survive being too early to a trade?Simon Property Group as a vaccine play – talk me out […]
SEC charges Super Micro with accounting misdeeds – MarketWatch
The Securities and Exchange Commission has charged Super Micro Computer Inc. SMCI, -0.03% with accounting misdeeds over a period of three years, the SEC announced Tuesday. The Silicon Valley hardware maker is accused of recognizing revenue earlier than it should have been and misused its cooperative marketing program to avoid expenses. The charges are targeted […]
What Are the Different Business Insurance Types?
Understanding the different business insurance types is critical to protecting your business from unforeseen, accidental allegations – claims that could cripple your company if ignored. In the content below, we provide a basic guide to the different business insurance types, providing insight to business owners. General Liability Insurance (GL) Liability insurance is critical for every […]
Ant talks of significant influence over Paytm
Chinese tech giant Ant Group reiterated in its initial public offering prospectus that it has “significant influence” over One97 Communications Ltd, which owns Paytm, and holds a 30.33% stake in the Noida-based venture. “Our major associates include One97 Communications Ltd that operates Paytm, our e-wallet partner in India, in which we held a 30.33% equity […]
New PPP forgiveness guidance addresses owner-employee compensation, rent-related costs
The U.S. Small Business Administration (SBA) and Treasury issued an interim final rule Monday addressing Paycheck Protection Program (PPP) forgiveness issues related to owner-employee compensation and the eligibility of nonpayroll costs. Specifically, the interim final rule establishes that owner-employees with less than a 5% stake in a C or S corporation are exempted from the […]
What’re Your Business’s State Tax Obligations?
As a business owner, you’re responsible for a number of taxes. Some may be federal or local, while others are state taxes. So, what are the types of state tax obligations you need to keep on your radar? State tax obligations Your state tax obligation depends on your business’s location and the state you do […]
Alibaba’s Ant Group files for blockbuster Hong Kong, Shanghai dual listing
Image Credit: Ng Han Guan Ant Group, Alibaba‘s fintech arm and China’s dominant mobile payments firm, filed for a dual listing in Hong Kong and on Shanghai’s Nasdaq-style STAR Market on Tuesday and could raise as much as $30 billion in what would be the world’s largest IPO. Ant’s initial public offering would be the […]
#FASuccess Ep 191: Carving Your Own Career Path To Create A Role That Fits Your Unique Strengths, with Tiffany Charles
Executive Summary Welcome back to the 191st episode of Financial Advisor Success Podcast! My guest on today’s podcast is Tiffany Charles. Tiffany is the chief growth officer for Destiny Capital, a hybrid advisory firm based near Denver, Colorado that oversees $260 million in assets under management for nearly 200 households. What’s unique about Tiffany, though, […]