Welcome back to the 240th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Thomas Gau. Tom is a financial advisor at Materetsky Financial Group, a hybrid-RIA located in Boynton Beach, Florida, that manages $525M in assets under management for just over 500 clients. What’s unique about Tom, though, is the […]
Archives for August 2021
5 amazing small business books you need to read
A lot of what we read is for pure entertainment and escapism. But one of the best ways to learn more about running and growing your business is by adding a few small business books to your reading mix. What was the last book you read? Did it illuminate your ability to run your business […]
NJ Gov. Murphy mandates vaccines for state health care and other frontline workers
Phil Murphy, New Jersey’s governor, speaks at a news conference after touring the New Jersey Convention and Exposition Center Covid-19 vaccination site in Edison, New Jersey, Jan. 15, 2021. Mark Kauzlarich | Bloomberg | Getty Images New Jersey Gov. Phil Murphy mandated vaccines for a variety of the state’s frontline workers at a press conference […]
U.S. expands refugee program for Afghans as Taliban escalates violence
People stand in a queue to submit their passport applications at an office in Kabul on July 25, 2021. Sajjad Hussain | AFP | Getty Images The Biden administration announced Monday that it will expand refugee eligibility for Afghans as the United States withdraws troops and the Taliban escalates violence in the war-torn country. Afghans […]
Wells Fargo, RBC, LPL Financial, SEC warnings and actions, and other news of the week
Mariner Wealth Advisors continues to be active in the acquisition space, making its 26th deal of the year. A new ETF allows investments in securities backed by mortgage loans for minority, low- and moderate-income families, and those in persistent poverty. Advisors are on the move to LPL Financial, B. Riley Wealth Management, Stifel and others. […]
Voices Art of Accounting: 400th column – Accounting Today
Reaching 400 consecutive weeks of practice management columns is, I believe, an admirable achievement. I wanted to “celebrate” it with a fantastic column today. However, it occurred to me that most things in running an accounting practice are not super flashy or dramatic, but more or less small low-key achievements. The success comes from the […]
What private blockchain means to telcos
While the telecoms sector is yet to fully embrace blockchain technology, Jonas Lundqvist, CEO at Haidrun, says that the arrival of private blockchain may change that and unlock a massive potential for telecom service providers to create new businesses and revenue streams. With the constant stream of news headlines around Bitcoin, you would be forgiven […]
M&A activity in accounting on the rebound in 2021, expert says – Journal of Accountancy
Merger-and-acquisition (M&A) activity for accounting firms is surging in 2021, Joel Sinkin, the New York-based president of Transition Advisors LLC, said in a session at AICPA & CIMA ENGAGE 2021. In 2020, M&A activity slumped because of the COVID-19 pandemic, he said, observing that the market for CPA firms was the slowest he had seen […]
M&A activity in accounting on the rebound in 2021, expert says
Merger-and-acquisition (M&A) activity for accounting firms is surging in 2021, Joel Sinkin, the New York-based president of Transition Advisors LLC, said in a session at AICPA & CIMA ENGAGE 2021. In 2020, M&A activity slumped because of the COVID-19 pandemic, he said, observing that the market for CPA firms was the slowest he had seen […]
The Latest In Financial #AdvisorTech (August 2021)
Executive Summary Welcome to the August 2021 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the big news that Vanguard has apparently decided […]