Month: September 2021

Planning and executing IT projects is a challenge for all chief technology and information officers — but for those at broker-dealers and roll-up RIAs, it is a never-ending battle. In order to ensure a project goes smoothly, they must understand the potential drawbacks of developing, integrating and/or maintaining wealth management technology in-house versus buying it
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Canoo Inc. (GOEV) is a Los-Angeles based mobility technology firm focused on designing, engineering, developing, and manufacturing EVs for both commercial and private purposes. The company uses skateboard architecture technology to manufacture B2B delivery vehicles and lifestyle vehicles along with multipurpose delivery vehicles in the United States. Canoo’s modular electric platform is built to deliver
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The American Institute of Architect’s latest Home Design Trends Survey of its professional members shows the powerful impact the pandemic continues to have on our living spaces, compounded by other natural disasters. Released September 22, this quarterly study showed a sharp uptick in demand for outdoor improvements, multiple home offices, exercise spaces, and safety features
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Problems distributing ballots to potential voters on the Puerto Rico Plan of Adjustment have led to calls to push back the Oct. 4 voting deadline, and this may potentially push back the plan confirmation. The Official Committee of Retired Employees on Thursday filed a motion to have the deadline pushed from 5 p.m., Oct. 4
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[embedded content] Brent Cook and Joe Mazumdar of Exploration Insights join David Lin, anchor for Kitco News, to share pearls of wisdom in the exploration investment business. “You can look at transparency.org about corruption, you can look at the Fraser Institute, there’s a lot of information out there on specific countries about where you want
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Bitcoin (BTC) sealed another $40,000 retest on Sept. 26 as the battle for the weekly close raged on. BTC/USD 1-hour candle chart (Bitstamp). Source: TradingView BTC “unlikely” to linger below $40,000 Data from Cointelegraph Markets Pro and TradingView showed BTC/USD dipping to $40,800 overnight, following an earlier unsuccessful attempt by sellers to flip $40,000 back to
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Mexico is a classic example of a two-sided economy. While one part shines bright with a trillion-dollar gross domestic product, the other is gripped in darkness with more than 50% of its population living below the poverty line. Mexico has the second highest degree of socioeconomic disparity amongst the 34 member nations of the Organisation
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Almost from the day he started his wealth-management firm in 2014, Russ Charvonia would get unsolicited emails offering to buy the company. He’d send them directly to his trash folder. But like hundreds of other managers this year, Charvonia eventually took the plunge. Last month, his Ventura, California-based Channel Islands Group and its $277 million
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Sharing is Caring! by confoundedinterest17 Phil Hall of Benzinga wrote a series of excellent articles in four parts for MortgageOrb (although “The Orb” has removed his name). Here are the links to his stories. mortgageorb.com/the-fall-and-rise-of-the-housing-market-part-one mortgageorb.com/the-fall-and-rise-of-the-housing-market-part-two mortgageorb.com/the-fall-and-rise-of-the-housing-market-part-three mortgageorb.com/the-fall-and-rise-of-the-housing-market-part-four After re-reading these excellent articles on the housing bubble and crash, I thought I would take the opportunity to present a few
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Real estate financing often includes something more than an ordinary mortgage loan. A borrower often obtains additional funds through a separate mezzanine loan, secured by a pledge of ownership interests in the entity that owns the mortgaged real estate. Because those ownership interests are not real estate, the lender’s rights are governed by the Uniform
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Today’s column addresses questions about whether it would be good to wait till January to file ensure all current earnings are used to determine benefit amounts, requesting an Administrative Law Judge hearing and the availability of larger childhood disability benefits (CDBs) when the higher earner files. Larry Kotlikoff is a Professor of Economics at Boston
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Salvadoran President Nayib Bukele claims that 2.1 million of his fellow citizens are using the government-backed Chivo cryptocurrency wallet, offering a glimpse into the apparent success of the country’s Bitcoin (BTC) gambit.  The controversial president updated his 2.9 million Twitter followers Saturday afternoon, claiming that Chivo “now has more users than any bank in El
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Although it may still be in its infancy, the potential for growth in the legal marijuana sector has many investors and taking notice. Funding platforms with the goal of supporting marijuana-related startups are on the rise, and many of them have Silicon Valley veterans at the helm. Among the primary factors now attracting investors to the still-fledgling cannabis
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