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DPL Financial Partners Offers Annuity and Insurance Services to RIAs for Free in Response to Market Crisis

RIA network responds to advisors seeking principal-, income-protection for clients near and in retirement by providing product access to non-members at no cost




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LPL Financial Recognizes Wayne von Borstel as a Leading National Advisor

Wayne von Borstel has been recognized by LPL Financial as one of the country's best financial advisors for the past 18 consecutive years.




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Ventana Research Begins New Market Research on Data Governance

New research aims to understand the management and use of data and its impact on business




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Envision Financial Systems Expands Sales Force for New Opportunities

Move reflects expansion of capabilities to serve a broader range of asset managers and investment administrators




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Envision Financial Systems Launches Upgraded Portal

New interface features better security, accessibility




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Xbox E3 Recap Part 1 (With Kumail Nanjiani)

Film and TV star Kumail Nanjiani (Silicon Valley, The Big Sick, Men in Black: International, Stuber) joins our live-from-E3 episode to recap Microsoft's biggest Xbox E3 announcements. We'll deep-dive into the rest on the next episode!




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A Financial Crisis Fifty Years in the Making?

Walter Kiechel, former managing editor at Fortune magazine.




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A Silver Lining to the Financial Crisis

Scott Anthony, president of Innosight.




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The Descent of Finance

Niall Ferguson, professor of history at Harvard University and professor of business administration at Harvard Business School.




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Untangling Financial Regulation

Justin Fox, editorial director of the HBR Group and author of "The Myth of the Rational Market: A History of Risk, Reward, and Delusion on Wall Street."




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Bringing Judgment Back to Finance

Amar Bhidé, professor at Tufts University's Fletcher School and author of "A Call for Judgment: Sensible Finance for a Dynamic Economy."




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The (Next) Financial Crisis

Nicholas Dunbar, author of "The Devil's Derivatives: The Untold Story of the Slick Traders and Hapless Regulators Who Almost Blew Up Wall Street ... and Are Ready to Do It Again."




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When Should You Tell Your Boss You’re Pregnant?

Tiziana Casciaro and Lotte Bailyn discuss the HBR case study "When to Make Private News Public."




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How Campaign Finance Reform Could Help Business

Russ Feingold, former US senator from Wisconsin and founder of Progressives United.




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Why Finance Needs More Humanity, and Why Humanity Needs Finance

Mihir Desai, professor at Harvard Business School and Harvard Law School, argues for re-humanizing finance. He says the practice of finance, with increasing quantification, has lost touch with its foundations. But he says finance can be principled, ethical, even life-affirming. And demonizing it or ignoring it means that the rest of us – those not in finance – risk misunderstanding it, which has all kinds of implications for how we make decisions and plan for our futures. Desai is the author of the new book, "The Wisdom of Finance: Discovering Humanity in the World of Risk and Return." He also writes about finance and the economy for hbr.org.




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Covington Who's Who Selects Nancy A. Marino as an Honored Member of the Executive and Professional Registry

The selection recognizes Nancy A. Marino's commitment to excellence in the Retail industry and Consulting/Advisory sector.




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Not-for-Profit Board Governance Best Practices to Implement

No matter the size of the organization, if you’re serving on the board you want to feel confident that the organization has the right governance policies and practices in place. Those pesky Form 990 questions actually offer a fantastic checklist… Read More

The post Not-for-Profit Board Governance Best Practices to Implement appeared first on Anders CPAs.



  • Not-for-Profit
  • not-for-profit

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How Not-for-Profits Can Focus on the Mission, Not the Financials

Working within a tight budget can cause some not-for-profit organizations to neglect their financial reporting. Office managers may be assigned to do the bookkeeping, but don’t have the time or expertise to do the technical accounting. Having accounting and financial… Read More

The post How Not-for-Profits Can Focus on the Mission, Not the Financials appeared first on Anders CPAs.




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NECA Legislative Top Three 2/28/20: House Unanimously Votes to Help Veteran-Owned Business Opportunities

1. New Joint Employer Rule Issued by the NLRB

On February 25, 2020, the National Labor Relations Board released the details of a new joint-employer liability rule. This new rule, which began the regulatory process almost two years ago, reverts the regulatory language back to its pre-2007 form, requiring companies to exercise direct control over workers to be considered their employer. The new joint-employer rule creates a much higher threshold for the employers to be held jointly liable for violations; benefiting organizations and corporations structured around franchising and third-party hiring.

NECA’s Look Ahead: This rule takes effect April 27, 2020. NECA will continue to monitor this rule change, assessing its impacts on jobsites.

2. The Protecting Business Opportunities for Veterans Act Passes the House 

On February 25, 2020, H.R. 561, the Protecting Business Opportunities for Veterans Act, passed the House by unanimous voice vote. This legislation will aid veteran-owned small businesses by directing the Department of Defense and Department of Veterans Affairs to contract with those businesses. Veteran-owed small businesses will be required to perform a majority of the work they are awarded on these government contracts with large subcontractors and will be restricted from performing the work set aside for these types of small businesses. 

NECA’s Look Ahead: NECA applauds the House on the unanimous passage of this legislation and expects it to be received favorably in the Senate. We will continue to monitor this issue as it moves to the Senate and are confident in a positive outcome.

3. The Committee on Small Business Held Hearing to Discuss FY2021 Budget

On February 26, 2020, the House Committee on Small Business held a hearing to discuss the 2021 Budget with the Small Business Administrator. Recently appointed Administrator, Jovita Carranza, gave an overview of the administration’s budget requests and the committee was able to examine the potential opportunities and challenges that small businesses participating in the SBA’s programs will face. 

NECA’s Look Ahead: NECA looks forward to working with Administrator Carranza to ensure our contractors are protected and advocated for throughout the appropriations process. 




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GAAP Financial Reporting Considerations Related to the COVID-19 Crisis

There’s no doubt that businesses have been thrown into a “new normal”. For the past few weeks, business owners have worked to understand the aspects of the CARES Act, and the FFCRA, while trying to rework budgets, cash flow projections,… Read More

The post GAAP Financial Reporting Considerations Related to the COVID-19 Crisis appeared first on Anders CPAs.




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Banking/Finance




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Finance

Our financial health plays a significant role in determining our mental and familial stability. An unstable financial situation can not only take a difficult turn, but it can also cause a dent in your happy world.




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Banking/Finance




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Why brands increasingly need ideas that are powerful, resonant and resilient

In the chaotic, competitively Darwinian, undifferentiated market, the role of marketing is more powerful than ever before, provided that it is done right!




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Infosys says audit committee finds no evidence of financial impropriety or executive misconduct

Infosys says audit committee finds no evidence of financial impropriety or executive misconduct





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AirAsia CEO Tony Fernandes steps aside amid bribery probe

AirAsia CEO Tony Fernandes steps aside amid bribery probe





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Financial Forecasting: Why it is still about being roughly right than precisely wrong

Paradoxically and fatally, just when risk of a downturn is at its highest, optimism also ends up peaking! So be careful with your forecasts; and even more careful with the forecasts of others.




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Investors can move these financial transactions online to deal with coronavirus impact

As the country is staying at home to fight against the coronavirus, investors are adapting themselves to the online way of working with their finances.




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How much financial risk can you tolerate in current coronavirus-hit economy? Find out

The stock market, bond market and other financial markets are feeling the negative effect of coronavirus. ET wealth presents a quiz to help you assess your risk appetite in the current market scenario.




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Family finance: Kumars need to stagger some of their money goals till income increases

His goals include building an emergency corpus, saving for his children’s (including another child in future) education and weddings, and retirement.




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9 practical steps to prepare for and navigate the financial crisis due to coronavirus

Do not deny the possibility of losing the job, or being furloughed briefly.




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Covid stress test: How easily can you liquidate your financial assets should the need arise?

Stores of value are worthwhile only if they can step up and be useful when we need them. Not if they also lose value, freeze up, or get locked when you must access them. In other words, you should be able to liquidate your assets without difficulty should the need arise.




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Family finance: Salaried Pendse has enough time to reach financial goals

His goals include building an emergency corpus, saving for his spouse’s business, child’s education and wedding, taking a vacation, and retirement.




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Family finance: Why Sharma will reach his financial goals with ease

Financial Planner Pankaaj Maalde suggests that Sharma build an emergency fund of Rs 5.1 lakh, which is equal to six months’ expenses, and a medical buffer of Rs 10 lakh for his mother. Here's what his financial goals include.




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Why you should keep financial assets organised and listed while you are alive

We can do a lot without spending money, and money well spent can do a lot. Let your money help you and those around you live better. Rather than lying meaninglessly in expired bonds, unaccessed PPF accounts, unused vases and unworn dresses.




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Is Covid hurting your job? Find out how to manage your career and protect your finances

In India, the total number of jobs likely to be impacted is 136 million, as per the NSS.




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PNB Housing Finance cuts retail lending rates by 15 bps for existing customers

"We have decided to take this initiative to help our customers to overcome this pandemic and drive growth in the housing sector. With this, over 2.35 lakh of our customers will be positively impacted irrespective of their base loan amount," PNB Housing Finance Managing Director and CEO Neeraj Vyas said.




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Indian-American lawyer Seema Nanda to step down as CEO of Democratic Party

Seema Nanda has announced her decision to step down as the CEO of the Democratic National Committee, the top administrative position in the main Opposition party, ahead of the presidential elections in November.




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Stocks in news: Tata Power, GAIL and Muthoot Finance

Stocks in news: Tata Power, GAIL and Muthoot Finance





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Sensex sheds 310 pts; Nifty ends below 9k; banking, financial stocks drag

Sensex sheds 310 pts; Nifty ends below 9k; banking, financial stocks drag





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Sensex sheds 242 pts, Nifty slips below 9,200; financials top drags

Sensex sheds 242 pts, Nifty slips below 9,200; financials top drags





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RBI advises Ministry of Finance against PSB recapitalisation in Budget 2020

RBI advises Ministry of Finance against PSB recapitalisation in Budget 2020





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RBI to infuse Rs 3.74 lakh cr liquidity into financial system

RBI to infuse Rs 3.74 lakh cr liquidity into financial system





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Tendulkar provides financial support to 4,000 underprivileged people

Tendulkar made the donation to the Hi5 Foundation, a non-profit organisation based out of Mumbai.




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5G spectrum price suggested by DoT too high: Finance Ministry task force

The task force, in a report released on Thursday, acknowledged stress in the telecom sector and said the Supreme Court judgement mandating companies to pay around Rs 1.35 lakh crore has placed some operators in a "precarious position" due to the short period of time in which they have to meet their liabilities.





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Natasha Guinan Named Chief Counsel, Office of the Chief Accountant

The Securities and Exchange Commission today announced that Natasha Guinan has been named Chief Counsel, Office of the Chief Accountant (OCA). As Chief Counsel, Ms. Guinan will provide legal guidance to the Chief Accountant and the other OCA groups in…




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SEC Charges Former Financial Services Executive With FCPA Violations

The Securities and Exchange Commission today charged a former executive of a financial services company with orchestrating a bribery scheme to help a client to win a government contract to build and operate an electrical power plant in the Republic of…




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SEC Directs Equity Exchanges and Financial Industry Regulatory Authority to Improve Governance of Market Data Plans

The Securities and Exchange Commission today issued an order directing the equity exchanges and the Financial Industry Regulatory Authority (FINRA) (the participants) to submit a new National Market System plan (NMS plan) with a modernized governance…




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Finance of America Reverse Agrees to Pay $2.47 Million to Resolve Alleged Liability for FHA-Insured Reverse Mortgage Lending Violations