Latest News on private equity markets

Health savings accounts, with a triple tax advantage, are ‘perfect,’ advisor says — but only if used the right way

Health savings accounts, with a triple tax advantage, are ‘perfect,’ advisor says — but only if used the right way

Health savings accounts offer unique tax benefits. But most people are using them like a piggy bank.

2 years ago
Industry Resists SEC’s Oversight on AI in Finance

Industry Resists SEC’s Oversight on AI in Finance

AI Regulation | Nov 10, 2023 The U.S. Securities and Exchange Commission (SEC) recently proposed a plan to regulate the use of artificial intelligence (AI) in investment advice, sparking a significant pushback from various industry stakeholders. Background In July, the SEC proposed rules that would require banks and fund managers to neutralize or eliminate any


The post Industry Resists SEC’s Oversight on AI in Finance first appeared on National Crowdfunding & Fintech Association of Canada.

2 years ago
31% of millionaires say they're part of the middle class, survey finds. 'People feel squeezed,' advisor explains

31% of millionaires say they're part of the middle class, survey finds. 'People feel squeezed,' advisor explains

These days, higher prices have made it harder for Americans to feel well off, almost regardless of their net worth.

2 years ago
Bill C-365: Paving the Way for Open Banking in Canada?

Bill C-365: Paving the Way for Open Banking in Canada?

Open Banking in Canada | Nov 10, 2023 Conservative MP Ryan Williams has tabled Bill C-365, titled "The Consumer-Led Banking Act." a pivotal step in Canada's journey towards Open Banking, a system that could lower banking fees and mortgage rates for Canadians Canadians currently face some of the highest banking fees globally, with average monthly


The post Bill C-365: Paving the Way for Open Banking in Canada? first appeared on National Crowdfunding & Fintech Association of Canada.

2 years ago
Investing Pre-Revenue: Navigating the Uncharted Waters of Startups

Investing Pre-Revenue: Navigating the Uncharted Waters of Startups

Investing in startups that are yet to generate revenue can be like setting sail on a vast and uncharted ocean. It may be a thrilling journey filled with potential, but it also can  carry significant risks. For every success story, … Continue reading

2 years ago
Here's why it 'doesn't make financial sense' for Americans living abroad to give up their U.S. citizenship, one expert says

Here's why it 'doesn't make financial sense' for Americans living abroad to give up their U.S. citizenship, one expert says

Giving up U.S. citizenship can be a long, difficult and costly process, and can be tricky to reverse. Additionally, it may not be financially worth the effort.

2 years ago
Dive into the Future with Ninepoint’s ‘Web3 Explained’ Series

Dive into the Future with Ninepoint’s ‘Web3 Explained’ Series

Web3 | Nov 9, 2023 Are you ready to embark on a journey through the intricate and fascinating world of Web3? Ninepoint Partners has just the ticket for you with their freshly launched Web3 Explained series, now available on YouTube, X, and LinkedIn. This 12-episode educational treasure trove is your gateway to understanding the revolutionary


The post Dive into the Future with Ninepoint’s ‘Web3 Explained’ Series first appeared on National Crowdfunding & Fintech Association of Canada.

2 years ago
Use these 3 money tips heading into 2024, economist says

Use these 3 money tips heading into 2024, economist says

"Economize" budgets, pay down debt and saving even a little can help your wallet heading into the new year.

2 years ago
'Fear is an opportunity,' expert says. These steps can help you use what scares you to build wealth

'Fear is an opportunity,' expert says. These steps can help you use what scares you to build wealth

Farnoosh Torabi, author of “A Healthy State of Panic,” says financial fear can help you build wealth if you lean into it.

2 years ago
Spending Bill vs. SEC’s Crypto Grip

Spending Bill vs. SEC’s Crypto Grip

Regulation | Nov 9, 2023 The U.S. House of Representatives has introduced a provision in the spending bill that could curtail the SEC's enforcement capabilities against crypto businesses. This legislative maneuver aims to restrict the SEC's funding for enforcement actions against crypto businesses, a move that underscores the ongoing tension between regulatory bodies and the


The post Spending Bill vs. SEC’s Crypto Grip first appeared on National Crowdfunding & Fintech Association of Canada.

2 years ago
IRS announces new income tax brackets for 2024

IRS announces new income tax brackets for 2024

The IRS on Thursday announced higher federal income tax brackets and standard deductions for 2024. Here's what taxpayers need to know.

2 years ago
Discover the Future of Finance with Michael King’s “Fintech Explained”

Discover the Future of Finance with Michael King’s “Fintech Explained”

Book | Nov 9, 2023 The National Crowdfunding & Fintech Association of Canada (NCFA) is thrilled to announce the release of "Fintech Explained," the latest book by esteemed NCFA Advisor Michael R. King. Published by the University of Toronto Press, this comprehensive guide is an essential read for anyone looking to navigate the complexities of


The post Discover the Future of Finance with Michael King’s “Fintech Explained” first appeared on National Crowdfunding & Fintech Association of Canada.

2 years ago
FTX’s Possible Comeback Under Legal Scrutiny by Gensler

FTX’s Possible Comeback Under Legal Scrutiny by Gensler

Crypto | Nov 9, 2023 SEC Chair Gary Gensler has indicated a potential pathway for the resurrection of the beleaguered cryptocurrency exchange FTX, albeit under stringent legal compliance. This news comes in the wake of FTX founder Sam Bankman-Fried's conviction on fraud charges, casting a shadow over the crypto exchange's future. During DC Fintech Week,


The post FTX’s Possible Comeback Under Legal Scrutiny by Gensler first appeared on National Crowdfunding & Fintech Association of Canada.

2 years ago
Average credit card balances top $6,000, a 10-year high, as delinquencies rise

Average credit card balances top $6,000, a 10-year high, as delinquencies rise

Americans are increasingly leaning on credit to make ends meet, boosting balances and total debt to fresh highs.

2 years ago
The ‘dupe’ trend hit travel in 2023. It's a good way to save on your next trip, experts say

The ‘dupe’ trend hit travel in 2023. It's a good way to save on your next trip, experts say

Travelers sought out alternatives to popular hot spots as a way to save money in 2023. The strategy can help when planning your next trip.

2 years ago