Abnormal Returns

MARCH 14, 2023

ft.com) SVB failed in its communication strategy. axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB. cnbc.com) VCs are beating the bushes to invest in AI startups. (youtube.com) Where SVB and Goldman Sachs ($GS) went wrong with the bank's failed equity offering.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 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!

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Abnormal Returns

AUGUST 11, 2022

wsj.com) Blackstone ($BLK) is gearing up to lend more to tech startups. (tomtunguz.com) Amazon ($AMZN) is ladling stock on its employees. theinformation.com) Venture capital Venture capital funds are sitting on record 'dry powder.' theinformation.com) Why you should never do a 10% layoff.

Communication 144

Communication Financial Advising Startup Media 144

Abnormal Returns

NOVEMBER 9, 2023

behavioralscientist.org) Annie Duke talks with Matt Abrahams author of “Think Fast, Talk Smart: Communication Techniques.” thegeneralist.substack.com) A first-hand account of a startup founder who is sticking it out. (collabfund.com) An excerpt from "Right Kind of Wrong: The Science of Failing Well" by Amy Edmondson.

Startup 256

Startup Communication Accounting 256

Abnormal Returns

JULY 19, 2024

joincolossus.com) Startups Logan Bartlett talks with Eric Glyman, CEO of Ramp. joincolossus.com) Communication Christine Benz and Amy Arnott talk with Charles Duhigg author of "Supercommunicators: How to Unlock the Secret Language of Connection." Listening Podcasting app Overcast just turned 10 years old.

Economics 258

Economics Startup Communication Economy 258

Abnormal Returns

FEBRUARY 9, 2023

newcomer.co) Startups often fail to prioritize the communication function. (ft.com) The people who are up in arms about stock buybacks don't understand finance. noahpinion.substack.com) Venture capital The VCs that founders want to take capital from. axios.com) Funds Vanguard is planning to push farther into direct indexing.

Financial Advising 246

Financial Advising Startup Communication Economy 246

Abnormal Returns

DECEMBER 5, 2022

cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. riabiz.com) Communication Having a public presence can be scary for advisers. (investmentnews.com) Donor advised fund reform isn't happening this year. investmentnews.com) 401(k) plans Auto-enrollment helps boost 401(k) participation rates, the most for men.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

Abnormal Returns

MARCH 23, 2023

wsj.com) JP Morgan Chase ($JPM) is buying startup analytics platform Aumni. cnbc.com) The banking crisis highlights the importance of good, clear communication. (theatlantic.com) Charles Schwab ($SCHW) is now the 10th largest bank in the U.S. kyla.substack.com) Housing The South is leading the housing market, price-wise.

Financial Advising 237

Financial Advising Startup Banking Communication 237

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

NOVEMBER 7, 2022

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

Risk Tolerance 241

Risk Tolerance Startup Compliance Clients 241

Abnormal Returns

APRIL 29, 2024

stratechery.com) The Magnificient Seven has gobbled up hundreds of startups. stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: communication skills. (wsj.com) Companies A look at the business of Apple ($AAPL) Airpods. sherwood.news) Meta ($META) investors need to ask themselves if they trust Zuck?

Financial Advising 144

Financial Advising Startup Communication Economy 144

Abnormal Returns

AUGUST 8, 2022

thediff.co) Startups On the value of bring angels onto your cap table with a background in marketing and communications. hunterwalk.medium.com) How to best structure a bridge loan for a venture-backed startup. (rationalwalk.com) Moderna ($MRNA) has plenty of cash to fund its pipeline. avc.com) How to design a referral program.

Startup 130

Startup Financial Advising Communication Media 130

Abnormal Returns

MAY 10, 2023

newsletter.abnormalreturns.com) Mixed media Startups are hiring laid off workers from Big Tech. wsj.com) Microsoft 365 users spend most of their communicating. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. axios.com)

Financial Advising 130

Financial Advising Startup Communication Media 130

Darrow Wealth Management

APRIL 23, 2025

The 83(b) election has the potential to significantly reduce the overall tax liability, especially for startup founders and employees who receive stock-based compensation. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy most advantageous.

Taxes 63

Taxes Startup Compensation Planning Sales 63

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. for seven years, and your basis is $1 million.

Startup 52

Startup Taxes Clients Planning 52

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. For example, let’s say you’ve owned qualifying stock in Startup Co.

Startup 52

Startup Taxes Clients Planning 52

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 104

Taxes Tax Planning Startup Valuation 104

Yardley Wealth Management

FEBRUARY 11, 2025

I had to hire people and create systems and processes.” “We conduct business professionally,” Dittes explains. “Our team members are the face of the company, and many customers only interact with our field staff.

Wealth Management 52

Wealth Management Communication Engineering Estate Planning 52

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.

Banking 130

Banking Economy Startup Marketing 130

Trade Brains

APRIL 10, 2023

With the plan of entering the drone industry, Infoedge India has invested and bought stakes in Skylark Drones, a startup that works on building the core infrastructure for the global drone ecosystem. Being a pioneer in the Internet industry, they are always investing in the future, and drone technology is one on the top.

Food 98

Food Startup Manufacturing Investing 98

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. A tech employee at a startup has stock options. The $1M limit will be adjusted annually (essentially by inflation). Excluding any improvements they made to the home, realtor fees, etc.,

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Steve Sanduski

FEBRUARY 21, 2023

Instead, what tech has done is enabled financial advisors to do more analysis and deliver more data and “what ifs” to clients while also facilitating the increase in communication. How working in startups gave Ainslie an appreciation for servant leadership.

Startup 52

Startup Financial Advisor Financial Services Clients 52

The Big Picture

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Startup 147

Startup Advertising Engineering Numbers 147

Indigo Marketing Agency

OCTOBER 4, 2023

Whether you’re a startup looking to make a splash or an established business aiming to redefine your online presence, we’ve got you covered. Transparent Communication We believe in keeping you in the loop every step of the way. Our website services are meticulously tailored to meet your unique needs and objectives.

Marketing 52

Marketing Marketing Engineering Communication 52

Brown Advisory

JULY 17, 2017

based FiveAI, has spent his career innovating in the communication sector, mainly in the semiconductor and telecom space, and is acutely focused on how artificial intelligence (AI) has the potential to revolutionize many industries. NOW 2017 | Innovation Beyond Silicon Valley achen Mon, 07/17/2017 - 15:21 Stan Boland , CEO of U.K.-based

Startup 52

Startup Transportation Clients Medical 52

Brown Advisory

JULY 17, 2017

based FiveAI, has spent his career innovating in the communication sector, mainly in the semiconductor and telecom space, and is acutely focused on how artificial intelligence (AI) has the potential to revolutionize many industries. NOW 2017 | Innovation Beyond Silicon Valley. Mon, 07/17/2017 - 15:21. Stan Boland , CEO of U.K.-based

Startup 52

Startup Transportation Clients Medical 52

MarketWatch

APRIL 14, 2023

Zoom Video Communications Inc. The six-year-old startup operates a human-resources platform that allows employers to maintain a central hub for employees. ZM said late Friday it was acquiring Workvivo for an undisclosed sum.

Startup 40

Startup Communication Management Marketing 40

Brown Advisory

JULY 5, 2018

According to PitchBook, female-founded startups raised $10.5 Failure is a very possible outcome for a startup; but she reframed what failure meant to her. People: A common theme among the panelists was an intense focus on people—collaboration, mentorship, communication, empowerment.

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

JULY 5, 2018

According to PitchBook, female-founded startups raised $10.5 Failure is a very possible outcome for a startup; but she reframed what failure meant to her. People: A common theme among the panelists was an intense focus on people—collaboration, mentorship, communication, empowerment.

Startup 52

Startup Communication Ethics Clients 52

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Harness Wealth

APRIL 17, 2025

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. Whether you’re a high earner, a startup employee, or a private investor, simplify your taxes today.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Brown Advisory

JUNE 23, 2016

Among some youth, the United Arab Emirates has become a magnet for entrepreneurs and venture capitalists, thanks to a legal system that protects private property, according to Chris Schroeder, an investor and author of Startup Rising: The Entrepreneurial Revolution Remaking the Middle East.

Communication 52

Communication Economics Clients Startup 52

Brown Advisory

JUNE 23, 2016

Among some youth, the United Arab Emirates has become a magnet for entrepreneurs and venture capitalists, thanks to a legal system that protects private property, according to Chris Schroeder, an investor and author of Startup Rising: The Entrepreneurial Revolution Remaking the Middle East.

Communication 52

Communication Economics Clients Startup 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Whether your losses are due to circumstances beyond your control (or are normal in the startup phase of your type of business). This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. Whether you depend on income from the activity for your livelihood.

Marketing 105

Marketing Marketing Taxes Economics 105

Brown Advisory

JUNE 23, 2016

Andrew Hack, chief financial officer at biotech startup Editas Medicine, said his firm plans to use CRISPR technology to perform precise genetic modification to treat a wide variety of human diseases. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Medical 52

Medical Engineering Medicine Communication 52

Brown Advisory

JUNE 23, 2016

Andrew Hack, chief financial officer at biotech startup Editas Medicine, said his firm plans to use CRISPR technology to perform precise genetic modification to treat a wide variety of human diseases. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Medical 52

Medical Engineering Medicine Communication 52

Harness Wealth

OCTOBER 5, 2023

While there is no one-size-fits-all list of options to consider, here are a few to explore: Equity Compensation Tax Planning : As the IPO markets pick back up again, and startups continue to grow, equity tax planning can be a particularly lucrative niche, and can offer a strong hook to long-term comprehensive tax planning.

Taxes 59

Taxes Tax Planning Accounting Clients 59