BOULDER, Colo.–(BUSINESS WIRE)–Jan 5, 2021– Biodesix, Inc. (Nasdaq: BDSX), a leading data-driven diagnostic solutions company with a focus in lung disease, today announced that Ryan Siurek has joined the company as Chief Accounting Officer reporting to Ms. Robin Harper Cowie, Chief Financial Officer. “I am very pleased to welcome Ryan as our new Chief Accounting […]
Archives for January 2021
Divorcing couples need pensions advice – survey
Divorce was the second biggest cause of a derailment of retirement plans according to the Great British Retirement Survey, but financial advice is often not taken during divorce proceedings. The survey of 12,000 UK adults found that 11% of those who said their retirements had due to a ‘major life event’ cited the break-up of […]
Treasury yields climb ahead of Georgia Senate vote
U.S. Treasury yields moved higher on Tuesday morning, ahead of Georgia’s runoff elections later in the day, which will determine whether Republicans keep hold of the Senate. The yield on the benchmark 10-year Treasury note rose to 0.9315% at 4:35 a.m. ET, while the yield on the 30-year Treasury bond moved up to 1.6797%. Yields […]
Treasury yields climb ahead of Georgia Senate vote
U.S. Treasury yields moved higher on Tuesday morning, ahead of Georgia’s runoff elections later in the day, which will determine whether Republicans keep hold of the Senate. The yield on the benchmark 10-year Treasury note rose to 0.9315% at 4:35 a.m. ET, while the yield on the 30-year Treasury bond moved up to 1.6797%. Yields […]
Accounting Wiggle Room Will Help Clients Meet New PPP2 Requirements – Financial Advisor Magazine
Business owners in the market for a second round of Paycheck Protection Program financing are in luck, thanks to the Consolidated Appropriations Act, 2021, which gives businesses greater accounting flexibility to qualify for a second round of forgivable financing to make it through the pandemic. The new program gives business owners with 300 or fewer […]
Final rules govern income inclusion and advance payments
The IRS issued final regulations (T.D. 9941) under Secs. 451(b) and (c), as amended by the law known as the Tax Cuts and Jobs Act, P.L. 115-97, providing guidance on the timing of income inclusion under an accrual method of accounting, including the treatment of advance payments for goods, services, and certain other items. The […]
Hightower to acquire $8B RIA in consolidator’s largest deal ever
As private equity firms inject capital across wealth management, one of the largest consolidators kicked off the year with a record-breaking RIA acquisition agreement. In its largest deal ever, Hightower is buying Bel Air Investment Advisors — a Los Angeles-based ultrahigh-net-worth practice with more than $8 billion in assets under management — from a Canadian […]
Wall Street revives dream of bitcoin ETF with new SEC filing
For years, regulators have quashed hopes of a bitcoin ETF, citing worries about everything from market volatility and industry manipulation to thin liquidity. Just like Bitcoin itself, issuers keep fighting back. VanEck has started a new push to launch an ETF tracking the world’s largest digital currency, according to an SEC filing. The VanEck Bitcoin […]
The Latest In Financial #AdvisorTech (January 2021)
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1 in 2 advisers worried about finding new clients in 2021
Half of financial advisers taking part in a PFS survey have expressed concern about about a potential new client shortage in 2021. The Personal Finance Society survey asked members to identify the greatest challenges they face to profitability this year. The key challenges named were: • Nearly half were concerned about fewer new clients “knocking […]