[embedded content] Subscribe! Join Downtown Josh Brown and Michael Batnick for another round of their favorite game, What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: *The stock market’s reaction to the vaccine could have been scripted perfectly in advance by just about anyone*Was […]
Archives for 2020
Fintech M&A rebounds from the pandemic
The wealthtech market is heating back up after COVID-19 put deal making on ice. RightSize Solutions, a firm providing IT and cybersecurity services to RIA firms, has been acquired by Swizznet, a cloud-based software company. Terms of the deal were not disclosed. Owned by private equity firm Bluff Point Associates, Swizznet’s expansion into wealth management […]
Partnerships and S corps. can deduct state and local taxes
In a taxpayer-friendly development, the IRS said it would issue proposed regulations allowing S corporations and partnerships to deduct “specified income tax payments” paid to state and local governments above the line and not as passthrough items for partners and shareholders. Notice 2020-75 defines the specified income tax payments as any amount a partnership or […]
50+ Diwali 2020-21 Stocks pick by Leading Brokerage House
Stock Market is sparkling ahead of Diwali 2020. Sensex has already crossed lifetime high level. The portfolio which was bleeding due to COVID-19 is giving lighting returns to the investors. Investors are smiling. It seems Goddess Lakshmi (Goddess of wealth) is glad and giving a blessing of money on the Indian stock market. Samvat 2076 […]
Tavistock cuts costs as it readies platform launch
Financial adviser network and wealth manager Tavistock Investments is closing a number of offices and axing staff in a £750,000 cost-cutting drive as it prepares to launch its own platform. After a business review, the firm decided to close 5 of its 11 offices and has made a small number of senior and junior staff redundant. […]
Woah There! Can a Business Refuse Cash?
In this day and age, people are pushing cash to the side and paying with plastic. In fact, one study found that 80% of people prefer to use card payments over cash. But, just because plastic is dominating does not mean cash is obsolete. Many people still prefer to pay with cash. And in some […]
#FASuccess Ep 202: Improving Client Follow-Thru On Advice By Scaling A Quick-Touch Monthly Meeting Model, With Pamela Capalad
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Pandemic start-up: How lockdown spurred on a nation of gardeners
Starting a business at any time is challenging, but doing it during lockdown might seem even harder to many. Despite this, we’ve seen lots of new businesses this year. Between April and June 2020, there were 176,115 new businesses created – higher than the same period in 2019. One of these businesses is Lockdown Gardener. […]
Insurance heavyweight to take Chair at Brewin Dolphin
Toby Strauss has been appointed as the next Chairman of wealth manager and Financial Planner Brewin Dolphin when Simon Miller steps down in February 2021. Mr Strauss has held both non-executive and senior positions across a range of insurance and pensions businesses. He is currently a Non-Executive Director of Legal & General, as well as […]
Tesla expands warranty to cover defective main computers in some Model S and X vehicles
A view of the dashboard in a Tesla Model S car. Getty Images Tesla on Monday notified owners of older Model S and Model X electric vehicles that the company will refund them for repairs if they previously had to pay out-of-pocket to fix a problem in their main computers. The problem manifested as a […]