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Latest News on private equity markets

Retail Investors are just collateral damage (again)

Fair Canada | Sep 15, 2021 The three banks (RBC, TD Bank and CIBC), according to recent media reports, have decided to stop selling “third-party” mutual funds to segments of their clients in their bank branches. This was in response to the “know-your-product” (KYP) rules, a component of the client focused reforms. How can the


The post Retail Investors are just collateral damage (again) first appeared on National Crowdfunding & Fintech Association of Canada.

4 years ago

Tips for storing confidential data

Kaspersky Blog | Hugh Aver | Aug 12, 2021 Loss or leaks of sensitive information can be serious problems for small businesses. Here’s how to keep confidential data safe. There’s no such thing as a business that doesn’t have sensitive data. Even a small retail company has documents with employees’ personal details that legally must


The post Tips for storing confidential data first appeared on National Crowdfunding & Fintech Association of Canada.

4 years ago

Wells Fargo pays $37 million to resolve Justice Department claims it defrauded currency customers

The settlement is the latest regulatory matter resolved under Wells Fargo CEO Charles Scharf.

4 years ago

Remote workers may want to check their 2021 tax situation. It could be more complicated than it was last year

The pandemic-related reprieve for tax-filing obligations that some states offered for 2020 are going away, which means your 2021 return may be more complicated.

4 years ago

Free health insurance for jobless workers ends this week. What you need to know

The government's COBRA subsidy concludes this week. Here are people's options for getting new health insurance coverage.

4 years ago

Cost-effective way to Boost Customer Satisfaction

Wharton | Sep 20, 2021 When customers feel satisfied, they spend more money and are more likely to come back. Happy customers write positive reviews online and share their experiences through word of mouth. But great customer service is also really hard. Shoppers complain that sales associates aren’t listening to them or are just going


The post Cost-effective way to Boost Customer Satisfaction first appeared on National Crowdfunding & Fintech Association of Canada.

4 years ago

TD Bank enters data access agreement with Envestnet Yodlee

Open Banking Expo | Ellie Duncan | Sep 22, 2021 Toronto-headquartered TD Bank and California-based Envestnet|Yodlee have signed a North American data access agreement that means the bank’s customers will be able to connect their financial information to the more than 1,400 third-party applications powered by the Envestnet|Yodlee financial data aggregation platform. Under the agreement,


The post TD Bank enters data access agreement with Envestnet Yodlee first appeared on National Crowdfunding & Fintech Association of Canada.

4 years ago

[ Event, Oct 21, 2021]: Alberta Securities Commission Hosts their 5th Annual ASC Connect Conference

ASC | Sep 27, 2021 ASC Connect includes a full morning (8:00 a.m. to 12:00 p.m.) of informative and interactive panel discussions led by industry experts and senior ASC leaders, in a format you can enjoy from your home or office. The Alberta Securities Commission’s fifth annual ASC Connect conference will be held virtually on


The post [ Event, Oct 21, 2021]: Alberta Securities Commission Hosts their 5th Annual ASC Connect Conference first appeared on National Crowdfunding & Fintech Association of Canada.

4 years ago

Despite recent market tumult, top Wall Street analysts see upside in these stocks

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, like Tesla & Netflix

4 years ago

If you're looking for a hotel deal, it might pay to wait until the last minute

NerdWallet studied hotel rates worldwide from 2019 to 2021 and found it can pay to wait to book until two weeks before arrivals as compared to months before.

4 years ago

Did you panic sell during the latest stock market dip? Here’s when to get back in

Panic selling is common during stock market downturns, but many investors never re-enter the market. Here's what to know about re-investing after going to cash.

4 years ago

How the wealthy are preparing for higher taxes

As Democrats get closer to raising taxes, financial advisors and their well-off clients are taking steps now to avoid some of those steeper levies later.

4 years ago

Supplemental Security Income benefits haven't changed in years. Now there's a push in Congress to alter that

About 8 million people collect monthly checks for the aged, blind and disabled. But those benefits haven't been updated in years. Congress could change that.

4 years ago

Creating an Ideal Customer Profile

Learn what an Ideal Customer Profile is, how they’re used, why they’re important for startups to have, and how to start building one. Continue reading

4 years ago

Student loan forgiveness is still up in the air. What to do in the meantime

Millions of student loan borrowers are on edge, left questioning if they'll be paying back their loans for years more or have them soon erased.

4 years ago