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Accredited vs Sophisticated Investors

There were not always “accredited” and “sophisticated” investors. At least, those terms were not coined until 1933. Accredited and sophisticated investors are not created equally. In this blog, we’ll break down what accredited and sophisticated investors are, the qualifications of … Continue reading

2 years ago

How technology is helping improve financial inclusion around the world

"There's this new type of excitement about putting your money to work for you," said Flori Marquez, the founder of BlockFi, a cryptocurrency trading platform.

2 years ago

CSA seeks applications for Investor Advisory Panel

CSA | March 10, 2022 Montréal – The Canadian Securities Administrators (CSA) is inviting applications for membership on its Investor Advisory Panel (CSA IAP). The panel, which is being established this year, will provide advice to the CSA to ensure that retail investors’ interests and concerns are fully considered as we develop policies and make rules


The post CSA seeks applications for Investor Advisory Panel first appeared on National Crowdfunding & Fintech Association of Canada.

2 years ago

Fraud Prevention Month: CSA encourages Canadians to ask questions before investing in crypto assets

CSA | March 11, 2022 The CSA is launching a bilingual campaign on TikTok that encourages Canadian investors to ask themselves a series of questions to ensure an investment is right for them and to avoid investment fraud. Louis Morisset, CSA Chair and President and CEO of the Autorité des marches financiers: “The crypto landscape


The post Fraud Prevention Month: CSA encourages Canadians to ask questions before investing in crypto assets first appeared on National Crowdfunding & Fintech Association of Canada.

2 years ago

How Americans can cut costs and save amid the pain of record inflation

Higher prices are not going away any time soon. However, experts say there are steps you can take to protect your money.

2 years ago

Your 2019 leased car is now worth an average $7,200 more than expected. If your contract ends soon, be sure to explore your options

The 2022 average trade-in value for 2019 model-year vehicles is 33% higher ($7,208) than the predetermined residual value, research shows.

2 years ago

Deutsche Bank reverses course on Russia, says it is unwinding business there after Ukraine invasion

Financial institutions continue to exit Russia in the third week of its Ukraine invasion.

2 years ago

A chance to switch or ditch your Medicare Advantage Plan ends soon. What to know

If you've discovered that your 2022 plan is not a good fit, be aware that you can make a change during a window that opened Jan. 1 and closes March 31.

2 years ago

NFTs for Skeptics

Crypto Pragmatist | March 2022 It’s obvious that the public adoption of NFTs is in its earliest stage. Both NFT fanatics and the NFT-skeptical can understand that these digital tokens currently used to represent ownership of JPEGs and GIFs (not even the intellectual property behind those JPEGs/GIFs) are pretty rudimentary in their current state. Simultaneously,


The post NFTs for Skeptics first appeared on National Crowdfunding & Fintech Association of Canada.

2 years ago

Companies flooded Twitter on International Women’s Day. Then Gender Pay Gap Bot exposed the truth

Fortune | Sophie Mellor | Mar 9, 2022 Many corporations marked International Women’s Day on March 8 by tweeting photographs of woman colleagues alongside positive statements that celebrated the proud and equal work they do. They did not mention this meant equal in everything but pay, however. But that omission was quickly fixed, at least


The post Companies flooded Twitter on International Women’s Day. Then Gender Pay Gap Bot exposed the truth first appeared on National Crowdfunding & Fintech Association of Canada.

2 years ago

Want to give your finances a spring cleaning? First, get organized

By decluttering your finances, you will be less stressed and on track to financial wellness.

2 years ago

These Social Security scams will try to steal your savings. Here's what to watch out for

Fraudsters prey on fear to get people to cough up money. Here's what to watch out for and how you can help stop these schemes.

2 years ago

Retirees likely shielded from inflation hit on these expenses, report finds

Annual inflation rose by 7.9% in February, but some retirees may not feel the brunt of certain rising costs, according to a J.P. Morgan report.

2 years ago

Food prices are on the rise, but you can still save money on groceries. Here are 5 ways how

Experts offer their best tips to shield yourself from sticker shock at the supermarket and recommend some free apps that will get your cash back.

2 years ago

There is 'nowhere to hide’ for consumers as inflation hits food, gas, housing

Consumers are seeing prices rise rapidly for household staples.

2 years ago