Latest News on private equities market

With S&P 500 down 20% this year, retirement investors flee to safety and reconsider stock, bond strategy

With S&P 500 down 20% this year, retirement investors flee to safety and reconsider stock, bond strategy

During market drops in September, some investors took money out of stocks and shifted it to more conservative investments.

3 years ago
TreasuryDirect sold more than $27 billion in Series I bonds since Nov. 1. Now it’s getting a makeover

TreasuryDirect sold more than $27 billion in Series I bonds since Nov. 1. Now it’s getting a makeover

The U.S. Department of the Treasury has unveiled a makeover for TreasuryDirect, the platform used to buy Series I bonds. Here's what investors need to know.

3 years ago
Mastercard Launches ‘Crypto Secure’ Powered by CipherTrace to Combat Fraud-prone Crypto Exchanges

Mastercard Launches ‘Crypto Secure’ Powered by CipherTrace to Combat Fraud-prone Crypto Exchanges

CNBC | Ryan Browne | Oct 4, 2022 Mastercard launches fraud detection software:  'Crypto Secure' Why:  Mastercard will on Tuesday debut a new piece of software that helps banks identify and cut off transactions from fraud-prone crypto exchanges, the company told CNBC exclusively.  It already uses similar technology to prevent fraud in fiat currency transactions.


The post Mastercard Launches ‘Crypto Secure’ Powered by CipherTrace to Combat Fraud-prone Crypto Exchanges first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago
CNBC's No. 1 financial advisor shares his top 3 stock picks

CNBC's No. 1 financial advisor shares his top 3 stock picks

The co-founder of Woodley Farra Manion, ranked No. 1 on CNBC's FA 100 list for 2022, shares his advice for navigating market volatility.

3 years ago
The Fed is going to cause 'unbelievable calamities' if they keep hiking, according to Barry Sternlicht

The Fed is going to cause 'unbelievable calamities' if they keep hiking, according to Barry Sternlicht

Billionaire Barry Sternlicht thinks the Federal Reserve's rate hikes are the wrong policy and will further hurt the global economy and markets.

3 years ago
This is the best time to apply for college financial aid — here's why you should file the FAFSA now

This is the best time to apply for college financial aid — here's why you should file the FAFSA now

Although the FAFSA for the 2023-24 academic year isn't due until June 30, 2024, it's wise to apply as soon as you can.

3 years ago
When investing in a company, CNBC's No. 1 financial advisor agrees with Warren Buffett: 'He likes cash flow'

When investing in a company, CNBC's No. 1 financial advisor agrees with Warren Buffett: 'He likes cash flow'

Woodley Farra, which has $1.4 billion under management and 1,000 clients, came in at No. 1 on CNBC's ranking of the top 100 financial advisory firms in the U.S.

3 years ago
The CNBC FA 100 ranking recognizes advisory firms that help clients navigate their financial lives

The CNBC FA 100 ranking recognizes advisory firms that help clients navigate their financial lives

The CNBC FA 100 recognizes advisory firms that help clients navigate their financial lives. This annual ranking may help you find an advisor to work with.

3 years ago
Here's how we determine the FA 100 ranking for 2022

Here's how we determine the FA 100 ranking for 2022

The methodology for the 2022 CNBC FA 100 ranking of registered investment advisors was prepared in partnership with data provider AccuPoint Solutions.

3 years ago
FA 100: CNBC ranks the top-rated financial advisory firms of 2022

FA 100: CNBC ranks the top-rated financial advisory firms of 2022

For the fourth year, CNBC unveils its ranking of top financial advisors. The CNBC FA 100 recognizes firms that best help clients navigate their financial lives.

3 years ago
Thoma Bravo-backed workplace software firms merge as shift to hybrid work creates new opportunities

Thoma Bravo-backed workplace software firms merge as shift to hybrid work creates new opportunities

The shift to hybrid and remote work is an opportunity for workplace technology companies like Condeco and iOffice + SpaceIQ.

3 years ago
Here's how advisors are helping clients slash their 2022 tax bill

Here's how advisors are helping clients slash their 2022 tax bill

Looking for smart year-end tax planning ideas? Consider one of these three strategies from financial advisors.

3 years ago
Congratulations to NCFA Advisor Robin Ford | Treasury Board of Canada Announces Renewed External Advisory Committee on Regulatory Competitiveness

Congratulations to NCFA Advisor Robin Ford | Treasury Board of Canada Announces Renewed External Advisory Committee on Regulatory Competitiveness

Treasury Board of Canada | Release | Oct 3, 2022 The External Advisory Committee on Regulatory Competitiveness brings together external stakeholders to develop recommendations on how to improve Canada’s regulatory system.The Committee was established in the 2018 Fall Economic Statement. During its initial term, which ran from 2019 to 2021, the Committee made a series


The post Congratulations to NCFA Advisor Robin Ford | Treasury Board of Canada Announces Renewed External Advisory Committee on Regulatory Competitiveness first appeared on National Crowdfunding & Fintech Association of Canada.

3 years ago
Parents who missed out on the child tax credit of up to $3,600 have until Nov. 15 to claim it using a simple tool

Parents who missed out on the child tax credit of up to $3,600 have until Nov. 15 to claim it using a simple tool

A more generous child tax credit of up to $3,600 per child was available last year. Eligible parents who missed out can still claim the money.

3 years ago
This 'wild card' strategy offers retirees a fix for unpaid quarterly taxes. Here's how to use it

This 'wild card' strategy offers retirees a fix for unpaid quarterly taxes. Here's how to use it

If you're retired and haven't made quarterly estimated tax payments for 2022, there may still be time to avoid late penalties. Here's what to know.

3 years ago