After recruiting a dozen financial advisors in the first quarter, Janney Montgomery Scott added its largest incoming team of the year thus far. Andrew Meredith and Kevin Lindung of Meredith Lindung Wealth Management left Merrill Lynch on April 16 after their team spent more than two decades with the wirehouse, according to FINRA BrokerCheck. The […]
Archives for April 2021
IRS extends e-signature authorization for 6 months
In a memorandum dated April 15, 2021, the IRS announced it was extending the authorization to electronically sign a large number of IRS forms until Dec. 31, 2021, and adding a number of new forms. The original authorization was from Aug. 28 through Dec. 31, 2020. Due to the ongoing public health crisis, that period […]
There’s Coin on the Sidelines
Subscribe! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Momentum Crash – ARKK relative strength vs the S&P 500 ►Earth’s Best Employer – Is Bezos the greatest founder/CEO ever? ►Clubhouse – […]
7 Steps on How to Apply for an SBA Loan
Whether you’re opening the doors to your business or 20 years into the swing of things, you may be considering a loan. One option is a loan through the Small Business Administration (SBA) if you have a small business. But, what is an SBA loan? And, how do you complete an SBA loan application? Let’s […]
IoT integration takes centre stage in the smart homes market
As the use of the Internet of Things (IoT) picks up pace, the adoption of smart home devices is steadily increasing. By 2023, the average UK smart home will have 50 connected devices, according to Marc Allera, the CEO of BT‘s consumer division. As many consider what lies ahead for connected homes, one topic that is continuously […]
Stocks making the biggest moves in the premarket: Kansas City Southern, AutoNation, IBM & more
Take a look at some of the biggest movers in the premarket: Kansas City Southern (KSU) – Shares of the rail operator surged 18.9% in premarket trading, after Canadian National Railway (CNI) offered $325 per share in cash and stock for the company, topping a prior $275 per share offer from Canadian Pacific (CP). The […]
Amazon to open first-ever hair salon in London
Amazon Salon Source: Amazon LONDON — Amazon announced Tuesday that it is planning to open its first-ever hair salon in East London as the e-commerce giant continues to explore new lines of business and promote some of the items it sells on its platform. The Amazon Salon, described in a blog post, will be spread […]
Q&A with PFS CEO Keith Richards
Financial Planning Today caught up with Personal Finance Society CEO Keith Richards about his impending departure from the professional body, how he sees the Financial Planning profession’s state of health and his plans for the future. Financial Planning Today: What made you decide to leave the PFS and what do you plan to do next? […]
#FASuccess Ep 225: Generating A Positive Marketing ROI With Direct Mail Seminar Events, With Matt Gulbransen
Executive Summary Welcome back to the 225th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Matt Gulbransen. Matt is the President of Pine Grove Financial Group, an RIA in Minnesota that manages over $550 million for about 325 families. What’s unique about Matt, though, is that despite the widely held […]
Remember the pandemic stockpiling last year? Consumer products companies are still catching up
People shop for toilet paper at a Costco store in Novato, California on March 14, 2020. Josh Edelson | AFP | Getty Images Surging demand stemming from the coronavirus pandemic led sales of consumer packaged goods, which encompasses everything from toilet paper to canned soup, to climb 9.4% to $1.53 trillion last year, according to […]