[ad_1] Nikola Corp. is shedding 270 workers, or about 23% of its workforce, and limiting its electrical truck efforts to North America because it seeks to protect money. The corporate stated Friday it’s going to lay off 150 employees who have been supporting the corporate’s European packages.
[ad_1] The “new” SEC advertising rule has been in impact since November 2022. The up to date regulation supplies clear pointers round permissible use of testimonials and endorsements for monetary advisors. Whereas the regulation is not solely about on-line scores and critiques, to anybody paying consideration the chance is
[ad_1] Earlier this 12 months, a consumer rolled over an outdated 401(ok) into her IRAs at TD Ameritrade (the place we handle our purchasers’ investments). She obtained, appropriately, two checks from her 401(ok): one for her pre-tax 401(ok) account and one for her Roth 401(ok)
[ad_1] Ashley Ott, CFP®, AIF®, associate at Vantage Level Monetary, joined her agency in 2012 in a short lived position as a shopper companies supervisor. Being on the time a latest graduate with a psychology diploma from Harvard College, she shortly realized she beloved working with purchasers and was
[ad_1] Two years in the past, I wrote about creating my very own charitable giving technique, which I then documented in spreadsheet-y glory. I’m again to inform you how I’ve modified and improved it since then. Seeing our purchasers give cash to individuals and causes they care
[ad_1] One of many arduous truths about fundraising is that: fundraising isn’t all the time enjoyable. Good fundraising is * tedious, * meticulous, * common, * nice persistence. (Even once you don’t really feel like being nice.) Should you’re not getting the outcomes you need, have a look at your
[ad_1] Welcome to Startups Weekly. Enroll right here to get it in your inbox each Friday afternoon. The occasion horizon for once we can count on to finish up in (literal) sizzling water on the subject of local weather has come so much nearer. You wanna understand how shut?
[ad_1] Nearly three quarters of wealth managers stated they consider that emotional resolution making prices shoppers by way of funding returns, with virtually two thirds estimating this lack of investable wealth to be a median of greater than 100 foundation factors per 12 months, with 15% believing it may
[ad_1] My seventh yr in enterprise was most likely my hardest yr, save for my first. My first was characterised by “Will this even work?” Final yr was characterised by “It labored. However I’m not blissful…and good lord am I drained.” I had one thing approaching an
[ad_1] Final week, we mentioned the attraction of rising market (EM) equities. This week, let’s transfer up the capital construction and take a deeper dive into EM debt. Bonds are usually thought-about safer investments relative to equities. Bond holders obtain predetermined curiosity funds through the lifetime of the
[ad_1] There was a time when the skilled physique sector was reassuringly boring. An oasis of calm, gray in a sea of risky and excitable monetary providers. That appears to be altering fairly quickly if the examples we’ve seen this week are something to go by. In enterprise
[ad_1] Matching items are a repeatedly underutilized funding supply for nonprofits, colleges, and different fundraising organizations. One of many greatest challenges resulting in the underutilization is a big and widespread data hole. Because of this, the answer to such an issue is strategic matching reward schooling with accessible assets
[ad_1] For those who don’t drink, navigating nightlife, bars and even consuming out could be an train in frustration. Non-alcoholic choices are popping up in every single place, however for each neighborhood hang-out with a booze-free beer, there are ten spots the place you’ll be left excessive
[ad_1] The challenges of the previous yr have put Jodi Amos and Newlin Archinal, managing companions of 4Rivers Wealth Administration, to the check. Their RIA agency was simply 5 weeks—sure, weeks—younger and so they have been within the midst of transitioning their purchasers when information of the
[ad_1] As a result of our shoppers are of the human selection, a number of them need some certainty of their planning. They need to know that this determination will prove proper, or that they are going to have the ability to obtain this or that objective. And whereas
[ad_1] Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the SEC issued a danger alert highlighting areas of elevated focus concerning its new advertising and marketing rule for upcoming examinations, together with whether or not there