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
JANUARY 6, 2025
FINNY AI, an AI-powered prospecting tool, has raised $4.2
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Nerd's Eye View
JANUARY 6, 2025
FINNY AI, an AI-powered prospecting tool, has raised $4.2
The Big Picture
APRIL 17, 2025
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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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Trade Brains
JULY 8, 2025
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.
Harness Wealth
APRIL 16, 2025
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.
Trade Brains
JULY 9, 2025
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.
The Big Picture
DECEMBER 4, 2024
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.
Harness Wealth
APRIL 17, 2025
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.
Harness Wealth
NOVEMBER 12, 2024
Fully Utilize Tax-Advantaged Retirement and Savings Accounts There are multiple steps you can take using retirement accounts to reduce your taxable income. Contribute to Tax-Advantaged Retirement Accounts Do your best to fully contribute to one or multiple tax-advantaged retirement accounts, such as 401(k), 403(b), or IRAs.
WiserAdvisor
MAY 29, 2025
Best 1,000-dollar investment instruments High-yield savings accounts or certificates of deposit (CDs) : High-yield savings accounts and CDs are excellent entry points for those who prioritize safety and stability. These options typically offer higher interest rates than traditional savings accounts and come with minimal risk.
Cordant Wealth Partners
NOVEMBER 18, 2024
A DAF provides flexibility as you can spread your giving to charities over time and facilitate giving to multiple charities from one account. A donor-advised fund is a charitable investment account that allows you to support your preferred charities over time while receiving a tax deduction upfront. What is a Donor Advised Fund?
WiserAdvisor
JUNE 16, 2025
Privacy protection through offshore accounts: Many high-net-worth individuals maintain offshore accounts in other countries. These accounts typically offer stronger privacy protections as well as favorable tax regimes that can enhance your wealth preservation strategy. Startups and private companies may offer significant growth.
Trade Brains
JULY 16, 2025
Creating bank-like accounts and payment systems. ” Startups like Dakota illustrate this pressure vividly. He noted fintechs actively explore stablecoins and blockchain tools. Their goal? Also, they aim to disrupt lucrative rewards programs. “We have to be cognizant of that,” Dimon asserted.
Harness Wealth
APRIL 17, 2025
At their core, donor-advised funds are specialized 501(c)(3) charitable accounts housed within public charities. Different sponsoring organizations impose varying requirements, with some mandating minimum initial contributions ranging from $5,000 to $25,000, as well as ongoing account balance and grant amount requirements.
Harness Wealth
JULY 14, 2025
Venture capital: Funding provided to early-stage, high-growth potential startups. Certain alternative investments held within these accounts, such as interests in limited partnerships that generate active business income, can trigger UBTI.
The Big Picture
MARCH 4, 2025
Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. You said and service Service exactly what a fast growing startup needs.
The Big Picture
JULY 1, 2025
So it felt like going from a well-established company to a startup. We focus on economic returns and accounting returns. And we always need to strike that balance 00:33:44 [Speaker Changed] Of define accounting returns versus economic returns. So institu, no supporting institutional investors.
Yardley Wealth Management
JULY 9, 2025
This means that companies with a larger total market capitalization account for a higher percentage of the index’s overall value. This made Nasdaq more appealing to startups and other fledgling businesses, including high-tech startups like Intel in 1971, Apple in 1980, and Google in 2004.
Harness Wealth
APRIL 17, 2025
These include student loan interest, educator expenses, and certain contributions to retirement accounts. At Harness , we offer a modern tax solution tailored for high earners, startup employees, and private investors. Managing complex taxes shouldn’t be a burden.
Clever Girl Finance
APRIL 22, 2025
Accounting and bookkeeping services 11. Accounting and bookkeeping services Accounting and bookkeeping services are another sector that will be in demand even when times get tough. Freelancing, virtual assistance, tutoring, pet care, and digital marketing services all require minimal startup costs. Food and beverage 3.
WiserAdvisor
JUNE 18, 2025
These are usually younger companies, such as startups, that are still growing and finding their footing in the market. Do not neglect the obvious choices – 401(k) and Individual Retirement Account (IRA) Sure, when you Google investment options, a 401(k) or an IRA might seem like the most basic answers out there.
Harness Wealth
APRIL 16, 2025
Understanding tax implications of acquisitions is vital for startups exploring mergers and acquisitions. Acquired tax attributes like net operating losses, tax credits, and accounting methods represent potential hidden value in acquisitions.
Harness Wealth
FEBRUARY 4, 2025
Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. For VC and startup investments, platforms such as AngelList and Hiive offer solutions to individual investors. Eligibility: Usually requires accredited investor status.
The Big Picture
JANUARY 21, 2025
You just needed a brokerage account. But today, you know, a lot of brokers, you know, whether they’re with the big full service brokerage firms now have advisory accounts that they flog to clients where they can buy ETFs. One is the idea of doing a startup within a large corporation is absolutely absurd.
Harness Wealth
JULY 16, 2025
Consider the specific industries you serve best—whether they be tech startups, healthcare professionals, or real estate investors—and their business structures (sole proprietors, S-corps, partnerships). Demographics and firmographics: It’s important to think beyond simple income levels. You should also examine your firm’s natural network.
Yardley Wealth Management
FEBRUARY 11, 2025
Despite already having an excellent score in the 840s, Mitchell meticulously experimented with credit card balances, payment timing, and account closures to achieve this goal. Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit.
Mr. Money Mustache
JUNE 13, 2025
Somewhere a startup company or a medical breakthrough will be just a bit less likely to happen, because they are operating in an environment that is just a bit more expensive and a bit less efficient. But in exchange for this boom in the auto industry, everyone else has to pay more for slightly shittier cars and trucks.
Trade Brains
JULY 12, 2025
What began as a niche startup in 2008 has grown into India’s largest fantasy sports platform, with over 250 million users and a dominant market share in 2025. Dream11 isn’t just a gaming platform it’s a digital sports empire.
Trade Brains
JULY 19, 2025
In a prime location for those individuals who work in the IT sector or the startup ecosystem, this road is in proximity to most of Bengaluru’s startup belts, such as Electronic City, HSR Layout, Koramangala, and Marathahalli.
Abnormal Returns
MAY 14, 2025
awealthofcommonsense.com) This startup wants you to leverage up your 401(k) account. (monevator.com) How to deal with rising home insurance rates. caniretireyet.com) Retirement savings Private equity is coming for your 401(k) plan. bloomberg.com) What you need to know about alternative investments.
Trade Brains
JUNE 11, 2025
Key sectors like IT, BFSI and startups are leading this growth, accounting for a significant portion of rental activity. Bangalore The IT and startup hub of India is no less dangerous when it comes to outrageous commercial rent rates. Overall, the region has seen decent growth and increased gross leasing agreements.
Trade Brains
JULY 15, 2025
But he always had the necessary client toolkit: a “legend” (a convincing story), a demo account, and a beautiful logo. He could convince anyone to invest with just two messages in a messenger app. He didn’t create companies because it was unnecessary hassle. Such people are useful when you need to raise funds quickly.
Trade Brains
JULY 23, 2025
It’s “Swiggy Bolt” service that promises to deliver food in 10 minutes, and is operational in more than 500 cities and already accounts for 10–12 percent of total orders. Speed & Logistics Swiggy is going all-in on super-fast food delivery.
Trade Brains
JULY 17, 2025
2025 Forecasted Price Growth 8%+ annually 2025 to 2027 2025 Prognosis and Investment Insight Every year’s capital value increase is anticipated to be over 8% on Sarjapur Road up to 2025 to 27, poised to beat the city average on account of tech growth and connectivity improvement. 5,870 to Rs 9,300 to Rs. 21,000 to Rs. 36,900 to Rs.
Wealth Management
AUGUST 18, 2023
Also, Altruist introduces a multiple account opening feature, more hires at TIFIN and CreativeOne partners with RISA.
Wealth Management
FEBRUARY 12, 2024
Expectations were high for the funds since they allow investors to gain exposure to Bitcoin in traditional brokerage accounts instead of through crypto-native startups.
Abnormal Returns
DECEMBER 6, 2022
Retirement Automatic retirement account enrollment helps to boost participation. papers.ssrn.com) Research A lot of anomalies disappear once you account for the costs of short sales. papers.ssrn.com) What explains the funding gap for Black-led startups. nber.org) Financial regrets in old age. papers.ssrn.com).
The Big Picture
JANUARY 2, 2023
He had gone from working at a big law firm to a legal publishing house to what was essentially a law-related tech startup. He became a serial entrepreneur, successfully launching or working at numerous startups. We stayed in touch after school, only living a dozen blocks apart. Eventually, he got married and moved to the burbs.
Abnormal Returns
JANUARY 31, 2023
(electrek.co) Putting Grayscale Bitcoin Trust ($GBTC) into retirement accounts has backfired. mailchi.mp) Startups The startup space is going through a collective cleanse. wsj.com) SBF's crimes hurt regular people. Don't let the crypto angle fool you. msn.com) Europe European companies have jumped on the stock buyback train.
Abnormal Returns
DECEMBER 29, 2022
msn.com) Venture capital Startup tech shares are plummeting in value on secondary exchanges. ft.com) What's behind the exodus from the accounting profession? (crossingwallstreet.com) Companies Inside the Southwest Airlines ($LUV) meltdown. wsj.com) Cal-Maine Foods ($CALM) stock rode higher egg prices all year, until today.
Abnormal Returns
NOVEMBER 1, 2022
every.to) Q3 saw big drops in startup valuations. cbinsights.com) The top 100 universities ranked by startup founders. (wsj.com) Women are still scarce in the top levels of private equity. axios.com) Venture capital Why venture capital is ripe for disruption. pitchbook.com) Funds 2022 shows that not all bond funds are created equal.
Abnormal Returns
JULY 25, 2023
(institutionalinvestor.com) Mutual funds Do mutual funds overvalue their stakes in startups? morningstar.com) How much are lower interest and tax expenses account for faster earnings growth? papers.ssrn.com) How disappointment drives a lot of fund outflows. ofdollarsanddata.com) Indices have gotten more concentrated over time.
Abnormal Returns
NOVEMBER 9, 2023
thegeneralist.substack.com) A first-hand account of a startup founder who is sticking it out. (radreads.co) On the shame of abundance. alchemy.substack.com) The Friendship Dip is real. annehelen.substack.com) Longreads What makes for a great acquisition. nymag.com) How fentanyl crosses the globe to America's cities.
Abnormal Returns
JUNE 17, 2024
riabiz.com) AI A look at some AI-powered advisory service startups. thinkadvisor.com) Why couples could benefit from separate AND joint accounts. (riabiz.com) Wells Fargo ($WFC) wants in on the advisor custody business. riabiz.com) The industry's big software providers all claim trillions in AUA. rethinking65.com)
Nerd's Eye View
SEPTEMBER 4, 2023
This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)
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