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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188
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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

Your Lizard Brain : One of my favorite behavioral hacks is for you stock junkies: Manage your lizard brain via a Cowboy Account. Set up a mad-money account with less than 5% of your liquid capital. ” The cowboy account serves the same function. Buy high, sell low, repeat until broke. If it works out great!

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This Unicorn Startup Launched India’s first UPI-Powered Bank Branch in Bengaluru

Trade Brains

Synopsis- The Bengaluru-based fintech startup Slice has launched its first-ever UPI-powered digital branch, modernizing the banking sector. The first-ever digital branch is here, as Bengaluru-based startup Slice has introduced its first UPI-powered branch in the heart of India’s Silicon Valley.

Startup 52
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Tax Savings Tips for Startups

Harness Wealth

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. Strategic tax planning serves both to keep companies on the right side of IRS regulations and to preserve necessary capital during those precarious early stages when the startup is most vulnerable.

Startup 52
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Why Fintech API Platform Is Boosting the Fintech Industry

Trade Brains

By contrast, fintech startups and digital banks are using APIs to launch services with speed and agility. APIs give developers access to core financial functions, such as payments, credit scoring, and account verification, without having to build them from scratch.

Startup 59
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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

Perhaps they have some founder stock from a startup. First one maybe about a decade ago, but you’ve really seen it with mutual fund ETF conversions, separate account ETF conversions, and what we’re announcing is an open enrollment. Most of it just assumes you’re in a separate account. Academic literature.

Taxes 130
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All the Tax Benefits You Need for Your Small Business

Harness Wealth

As Gio Bartolotta, Partner at GoJo Accountants , explains “ordinary” means the expense must be common and accepted within your trade or business, while “necessary” indicates it should help or be appropriate for running operationsnot necessarily indispensable.

Taxes 52