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What Millennials Want From Their Wealth Management Firm

Quartz | Tiffany Ap | Jun 16, 2022 Over the next few decades, around $30 trillion in wealth is expected to be passed down from Baby Boomers to millennials.  A survey from Capgemini Research Institute found that they’re going to be pickier customers for wealth management firms than their parents and grandparents. Surveyed nearly 3,000


The post What Millennials Want From Their Wealth Management Firm first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago

IRS is making progress on tax return backlog, but millions remain unprocessed — including 11 million individual returns

The IRS is making progress on its backlog of unprocessed tax returns, but millions remain, according to the agency.

3 years ago

Student loan forgiveness 'is not a problem that concerns the wealthy or the Ivy League,' Schumer says

Senate Majority Leader Chuck Schumer, D-N.Y., called on the labor movement to join him in his fight to get President Joe Biden to forgive $50,000 per borrower.

3 years ago

Liquid Avatar Releases Update to It’s Feature Rich Self-Sovereign Identity Mobile App

Liquid Avatar Technologies | Release | Jun 21, 2022 TORONTO, ON / ACCESSWIRE / June 21, 2022 / Liquid Avatar Technologies Inc. (CSE:LQID)(OTCQB:LQAVF)(FRA:4T51), a global blockchain and FinTech solutions company focused on digital identity, integrated avatars, and the Metaverse, is proud to announce that it has launched its updated feature-rich Self Sovereign Identity App, Liquid


The post Liquid Avatar Releases Update to It’s Feature Rich Self-Sovereign Identity Mobile App first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago

Maine insurance agency faces online backlash after racist Juneteenth sign

The Harry E Reed Insurance Agency of Millinocket, Maine, is facing criticism for posting a racist sign on Juneteenth.

3 years ago

80% of economists see 'stagflation' as a long-term risk. What it is and how to prepare for it

Stagflation refers to a combination of high inflation and high unemployment. Here's why experts are worried the economy may be susceptible to those conditions.

3 years ago

Child care is getting more expensive. Here’s how much parents are paying and ways they are coping with rising prices

Parents, already dealing with rising inflation, are also facing increasing child-care costs.

3 years ago

It's a pension quandary: Rising interest rates make it trickier to choose between a lump sum or an annuity

If you're nearing retirement and are leaning toward taking your pension as an upfront payout, here's how higher interest rates will impact that amount.

3 years ago

Child care is getting more expensive. Here’s how much parents are paying and ways they're coping with rising prices

Parents, already dealing with rising inflation, are also facing increasing child care costs.

3 years ago

Past financial crises have made millennials 'more cautious, more proactive' in how they manage money, survey finds

More than half of millennials surveyed feel confident in their ability to protect their finances if there is a recession, finds Nationwide Retirement Institute.

3 years ago

Tax pros ‘very skeptical’ about expanded IRS voice bots for payments plans

The IRS has expanded artificial intelligence-driven voice bots to tackle payment plans, according to the agency. But tax professionals remain skeptical.

3 years ago

Amazon Prime Day is coming up. Focus will be on consumer staples to counter surging inflation, experts say

Amazon has moved its two-day shopping event to July this year. Here's how to make the most of the big sale.

3 years ago

As Biden weighs a federal gas tax holiday, here’s what that could mean for prices at the pump

With gas prices around the country at historic highs, lawmakers are considering giving drivers a break on federal gas taxes.

3 years ago

Beyoncé’s ‘Break My Soul’ is a sign the Great Resignation 'has seeped into the zeitgeist,' says labor economist

Beyoncé released a new single, "Break My Soul," on Monday. The song taps into the worker malaise that led a record number of Americans to quit their jobs.

3 years ago

OSC Publishes Statement of Allegations Against KuKcoin For Failing to Comply with Ontario Securities Law

OSC Release | Jun 7, 2022 TORONTO – The Ontario Securities Commission (OSC) today published a Statement of Allegations against Mek Global Limited, incorporated in the Republic of Seychelles, and PhoenixFin Pte. Ltd., incorporated in Singapore, (collectively, KuCoin) for failing to comply with Ontario securities law. KuCoin is operating an unregistered crypto asset trading platform,


The post OSC Publishes Statement of Allegations Against KuKcoin For Failing to Comply with Ontario Securities Law first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago