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Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?
August 4
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Thomas M. Chadwick steered older adults into a volatile leveraged real estate product nearly wiped out by the pandemic, according to state regulators.
August 4
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Chris Farrell, CPA, is co-founder of
Liscio Inc. and serves as its chief executive officer. He has more than 25 years of experience in the accounting, finance and software industries. Prior to Liscio, he co-founded and led SpringAhead and Tallie, where he served as CEO. He also served as the chief financial officer of Occam Networks, the Corporate Controller of C-Cube Microsystems and as an auditor for Arthur Andersen. He holds a master's degree in business administration from UCLA's Anderson School of Management and received his CPA license in California. Farrell lives with his wife and son in San Francisco.August 4
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British banking app Revolut Ltd. will stop offering crypto trading services to US-based customers from September, citing market uncertainty and changes to the local regulatory landscape.
August 4
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Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.
August 3
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Only 15% of respondents reported seeking financial advice from a financial advisor.
August 3
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The agency pushed back required minimum distributions for most beneficiaries again for 2023, but the old "stretch" strategy is long gone.
August 3
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More than 64% of employees have considered leaving their current role as a result of symptoms of stress.
August 3
