Are financial advisors prepared for cyber attacks?
As cyber threats abound, everyone from large financial firms to individual advisors need to make sure they have done everything they can to guard against a...
Market wire
Latest news on private equity markets
Headlines on the small cap U.S. and Canadian companies we follow, pulled from the wires as they publish. Every story opens at its original source.
Wholesale importer: Our family business, like others, pays Trump's tariffs — not China
We are importers of Christmas decorations. The vast majority of the items we import are made in China. China is the only country that can produce...
The socially responsible investing movement is hot and there are no signs of it cooling off
Socially responsible investing has exploded across the globe and interest in it has never been higher. But there is a real chance the business and financial...
Crowdfunding Expert Reveals Kickstarter Strategies for Comic Books
Ever want to raise money for a comic book on Kickstarter? Have you been wondering how to do this whole crowdfunding thing? On this episode of...
Understanding Terms: Liquidation Preference
While we touched briefly on this topic in our recent blog on reading term sheets, liquidation preferences are a term that’s worth taking a second look...
Small business confidence remains high, Main Street sees more good times ahead: CNBC survey
Small business confidence remains high, according to the latest CNBC|SurveyMonkey Small Business Survey. Main Street sees more good times ahead, but a tight job market is...
Despite strong growth outlook, financial advisors see first decrease in base pay in years
On the heels of the Great Recession and with the recent change in the tax law, demand – and pay – for financial advisors have risen...
Want to go green and get a Tesla Model 3? Here's what you need to know first
From leasing to buying, charging costs to tax credits, here's what you should know if you want the most popular electric vehicle on the market.
Where Trump has support in battle with Fed over rates: The smallest small businesses
The smallest businesses on Main Street are preoccupied with high interest rates they say hold them back, while larger business owners are more focused on the...
Despite Facebook's struggles, one important contingent remains loyal
The number of small businesses who buy Facebook ads remains unchanged, meaning the company's struggles and the threat of government regulation has not hurt Main Street's...
This is the top city for small business in the US: Study
Miami is the No. 1 place for small business, according to a Biz2Credit national survey of more than 30,000 businesses released on Tuesday, May 7. The...
Advisors look to understand 'investor type' to meet changing needs of clients: Study
By splitting investors into two categories based on general investing attitudes, researchers found other points of agreement within the groups.
Here's what financial advisors are telling clients worried about Trump's trade-war tweets
Some investors might be worried about how a trade war with China would impact their savings. Here's what financial advisors can telll them.
This strategy can help investors save on taxes — if it's done right
Tax-loss harvesting gives investors a silver lining if they have realized losses
$2 trillion in tax-free Opportunity Zone investing could benefit rich and poor
In an innovative addition to the Tax Cuts and Jobs Act, 8,700 low-income census tracts called Opportunity Zones could benefit investors with unrealized capital gains to...