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It’s crucial that investors conduct their own due diligence on investment opportunities. Learn more about assessing the financial projections of a potential startup investment. Continue reading →

NCFA Canada | May 21, 2021 JOIN US ON A STORYTELLING JOURNEY EVERY FRIDAY. EP52: Technology Due Diligence Process and Cyber Security Risks Featured Guests: Guests: 1. FARSHAD ABASI, Founder and CSO, Forward Security Inc. 2. DANIEL LEE, Managing Director, Technology & Innovation, Mid-market Investment Banking, CIBC 3. MICHAEL CASTRO, Founder and Risk Executive, RiskAware

Many people are running into problems trying to get the rental assistance allocated by Congress. Here's what you need to know.

Families with children that are homeless or don't have a stable address can still get monthly payments via the child tax credit. Here's how.

President Joe Biden has proposed a tax hike on the wealthy to cover the American Families Plan. Experts say it may drop a tax bomb on divorcing couples.

About 80% of the so-called tax gap is due to underreported income, largely from the wealthy, according to a Treasury report issued Thursday.

Cryptocurrency is wandering further into the realm of the absurd. Late entrants to the party will be holding the bag.

Cato Institute | Jennifer J. Schulp | May 3, 2021 Policymakers should exercise caution when considering whether to impose new regulations on trading app design. Growing numbers of individual investors are now trading on their phones through app‐​based trading platforms offered by Robinhood Financial and a host of other new brokerages, such as Webull and Public.

McKinsey & Company | Brant Carson, Abhishek Chakravarty, Kristy Koh, and Renny Thomas | May 18 2021 Technology alone cannot define a successful AI bank; the AI bank of the future also needs an operating model that brings together the right talent, culture, and organizational design. As we noted at the beginning of this series

IPO shares have historically been set aside for Wall Street's institutional investors or high-net worth individuals.

The Economist | May 6, 2021 IT IS HARD to conceive of a world without banks, partly because they are so visible. Picture the horizon of any big city, and the skyscrapers in view are usually banks. Commuters emerge from Grand Central station in New York in the shadow of the Park Avenue base of

About 80% of the so-called tax gap is due to underreported income, largely from the wealthy, according to a Treasury report issued Thursday.

Crowdfund Insider | JD Alois | May 19, 2021 The Financial Ombudsman Service (FOS) in the UK has long intermediated disagreements within the financial services sector including investment crowdfunding. A recent decision by the FOS has caused some concern amongst industry insiders as it may challenge the entire crowdfunding model based on the liability of

Tech stocks have fallen out of favor as the “reopening trade” commands investors’ attention. It just might present a buying opportunity.

IPO shares have historically been set aside for Wall Street's institutional investors or high-net worth individuals.