This week the big news in the brokerage industry was that, finally, the end of cold calling financial advisors is officially here… I don’t really understand the thing with the binoculars, but whatever. I wrote a whole book about my experiences as a cold-calling stockbroker, including all of the scripts we were taught to use […]
Archives for May 2021
Biden’s Cybersecurity Executive Order Puts Emphasis on the Wrong Issues
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This is why
My friend the homebuilder has been waiting for a hinge for the last three weeks. A hinge. Can’t get it. Still on order. In America. You can’t buy a home now and seriously expect to be doing any kind of remodeling work with a straight face. The cost for everything is up 100% plus. Everything. […]
AJ Bell to launch app-based platform for advised clients
Wealth manager and platform firm AJ Bell is to relaunch its recently acquired mobile phone fintech Adalpha as an app-based platform called ‘Touch by AJ Bell’. AJ Bell says Touch will offer a “simplified platform proposition” for financial advisers to be delivered to clients via a mobile and tablet app. AJ Bell says its hopes […]
Ways to Make a Difference While Making Money
Gone are the days when an entrepreneur was expected to be entirely focused on making a profit. Obviously, earning money is important to being sustainable and therefore staying in business, but it’s possible to both earn a profit and make a positive difference in the world around you, too. Read the ways to make difference […]
Privacy laws need updating after Google deal with HCA Healthcare, medical ethics professor says
Privacy laws in the U.S. need to be updated, especially after Google struck a deal with a major hospital chain, medical ethics expert Arthur Kaplan said Wednesday. “Now we’ve got electronic medical records, huge volumes of data, and this is like asking a navigation system from a World War I airplane to navigate us up […]
TradePMR speeds up onboarding process as another dozen RIAs join custodian
Like so many other small custodians after a series of industry acquisitions, TradePMR has been experiencing a boost in business and inquiries from financial advisors, and it’s striving to speed up its onboarding process. TradePMR, the Gainesville, Florida-based custodian that clears through Wells Fargo, signed 20 new firms in the last 12 months, according to […]
Capital Gains Taxes: What to Expect with President Biden’s Tax Hike
On April 28, President Biden proposed a tax plan that resonates with most of the political interest. Though the ins-and-outs are complex, the general push is to significantly raise taxes on the wealthiest Americans. Naturally, both advocates and opponents of the plan have stated their cases, while many individuals remain uncertain of their position on […]
5 trends to watch during the pandemic recovery
The economic recovery from the COVID-19 pandemic will be different from the recoveries that followed past recessions, Marci Rossell told AICPA governing Council members on Wednesday. Economic downturns typically originate in a sector such as housing, finance, or manufacturing and ripple through the economy from there, said Rossell, an economic forecaster and former chief economist […]
EDLI Insurance – Claim up to 7 Lakh from EPFO
EDLI Insurance – Covid-19 pandemic has created havoc. Many people have lost their lives in COVID-19. No one can provide replacement of the loved ones but insurance can defiantly help in providing financial support to the family. EDLI (Employee’s Deposit Linked Insurance) is insurance scheme by EPFO. Nominee of deceased can get benefit of insurance […]