I say it to our team all the time: We are a customer service business that does accounting. And I truly believe it. When you look at the businesses you continually buy from what do they have in common? In addition to great products or services that you want or need I guarantee most of […]
Archives for October 2020
The Gen Y Planning Guide to Insurance: Life Insurance
Life insurance is the one type of insurance that isn’t really about protecting yourself. It’s there to protect anyone who depends on you for financial support. If you die unexpectedly or before you planned to retire, your life insurance policy will pay out to your named beneficiaries. This money can replace your income so your […]
Countdown to the Election – Live Webcast
Advisors + financial professionals: You’re invited to check out a live webcast I’m participating in for CAIS on Friday, October 23rd at 11am. I’ll be discussing the impending election from the perspective of a money manager, investor and financial advisor. I hope you can register and come check it out.
MAC Financial acquires Isle of Man IFA
Financial Planning firm MAC Financial has acquired the business of Island Financial Solutions (IFS). Both businesses are based in Douglas on the Isle of Man. All IFS employees have been offered contracts with MAC Financial other than its co-founders and directors. The acquisition has been given the go ahead by the regulator and is expected […]
Highlights From The Inaugural AdviceTech.Live Conference
Executive Summary On August 27, Asset Map hosted its inaugural AdviceTech.Live conference. The one-day virtual event brought together several AdvisorTech executives and industry influencers, as well as 700 registrants (77% of whom were advisors) to talk shop about where the industry, in general, and advisor-facing technologies are headed. Moreover, the event hosts (headed by Adam […]
Donald Trump blasts Facebook, Twitter for censoring article critical of Biden
Reuters US President Donald Trump rebuked Facebook and Twitter Wednesday for blocking links to a New York Post article purporting to expose corrupt dealings by election rival Joe Biden and his son in Ukraine. The newspaper said it had obtained a computer abandoned by Hunter Biden that implicated his father in his Ukraine business affairs. […]
YouTube bans coronavirus vaccine misinformation
Alphabet’s YouTube said on Wednesday it would remove videos from YouTube containing misinformation about Covid-19 vaccines, expanding its current rules against falsehoods and conspiracy theories about the pandemic. The video platform said it would now ban any content with claims about Covid-19 vaccines that contradict consensus from local health authorities or the World Health Organization. […]
Covid-19 can’t kill zeal of e-commerce staff priming for big sale days
ETtech When the hallways are empty, meeting room walls are bare and crowds are no longer milling about in cafeterias at the humongous offices of e-commerce firms Flipkart and Amazon during their biggest annual sale events, surely there is something amiss. Yet, peer into their data pipes and armies of more than 10,000 employees each […]
Costs and benefits: A Q&A with FASB Chair Richard Jones
Making sure the costs of changes in accounting standards don’t exceed the benefits is a key objective for FASB Chair Richard Jones, CPA. Jones replaced Russell Golden, CPA, as FASB’s leader in July after spending more than 30 years with EY, where he was the firm’s chief accountant and led the firm’s national office. Jones […]
Critical SonicWall VPN Portal Bug Allows DoS, Worming RCE
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