Truelytics

MARCH 16, 2023

In this episode of the Modern Financial Advisor Podcast, Aaron Klein , CEO and Co-Founder of Riskalyze shares how financial advisors can grow their business. in terms of winning new clients, increasing share of wallet, and reducing client attrition by getting better at helping clients understand risk. As Aaron explains, it all comes down to providing clients with more comfort and confidence in their financial journey.

Technology 98

Technology 98

Harvard Corporate Governance

MARCH 16, 2023

Posted by Gary Gensler, U.S. Securities and Exchange Commission, on Thursday, March 16, 2023 Editor's Note: Gary Gensler is Chair of the U.S. Securities and Exchange Commission. This post is based on his recent public statement. The views expressed in this post are those of Chair Gensler, and do not necessarily reflect those of the Securities and Exchange Commission or the Staff.

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Treasury 245

ThomsonReuters

MARCH 16, 2023

Rev. Proc. 2023-17 (Mar. 9, 2023) Available at [link] The IRS has announced 2024 indexing adjustments to the applicable dollar amount used to calculate employer shared responsibility payments under the Affordable Care Act. As background, applicable large employers (ALEs) may be liable for an employer shared responsibility penalty under Code § 4980H(a) if they fail to offer minimum essential coverage to a sufficient number of full-time employees.

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Harvard Corporate Governance

MARCH 16, 2023

Posted by Hester M. Peirce, U.S. Securities and Exchange Commission, on Thursday, March 16, 2023 Editor's Note: Hester M. Peirce is a Commissioner at the U.S. Securities and Exchange Commission. This post is based on her recent public statement. The views expressed in this post are those of Commissioner Peirce and do not necessarily reflect those of the Securities and Exchange Commission or its staff.

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Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Law 360 M&A

MARCH 16, 2023

McGlinchey Stafford PLLC has added a former Adams and Reese LLP capital partner and financial services attorney to its creditors' rights, financial restructuring and bankruptcy group in Florida.

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Benzinga

MARCH 16, 2023

Canadian convenience store operator Alimentation Couche-Tard (OTC: ANTCF ) has signed agreements covering TotalEnergies SE's (NYSE: TTE ) retail networks in four European countries. The proposed acquisition would comprise 100% of TotalEnergies retail assets in Germany and the Netherlands and a 60% controlling interest in the Belgium and Luxembourg entities.

B2B 98

B2B Enterprise Value 98

Mckinsey and Company

MARCH 16, 2023

Affordable broadband with wraparound support could expand access to cost-efficient virtual health for underserved communities. Seven actions could help state and local leaders unlock this opportunity.

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ThomsonReuters

MARCH 16, 2023

QUESTION: Our company sponsors a high-deductible health plan (HDHP) in conjunction with employee HSAs. Can the medical expenses of our employees’ adult children who otherwise qualify for tax-free coverage under the HDHP be reimbursed tax-free from the employees’ HSAs? ANSWER: Not necessarily—it depends on whether the adult children qualify as tax dependents under the HSA rules.

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Mckinsey and Company

MARCH 16, 2023

As artificial intelligence gets better at predicting human behavior, a business psychologist encourages people to strengthen the uniquely human skills that machine learning has yet to tap.

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Law 360 M&A

MARCH 16, 2023

Law firms that have failed to see real progress despite years of diversity initiatives can move forward by committing to tackle four often-taboo obstacles that hinder diversity, equity and inclusion efforts, says Steph Maher at Jaffe.

Equity 75

Equity 75

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

Mckinsey and Company

MARCH 16, 2023

Some economic indicators strengthen amid persisting inflation and investor uncertainty; central banks keep to a tightening course.

Banking 91

Banking Corporate Finance Finance 91

Law 360 M&A

MARCH 16, 2023

A California federal judge indicated on Thursday that she'll likely toss video game buyers' antitrust suit challenging Microsoft's planned $68.7 billion buyout of Activision Blizzard but let them try again, telling their counsel the suit is "very scattershot" and that they "should probably get working on your amended complaint.

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Financial Times M&A

MARCH 16, 2023

Specialist buyers may not get massive returns but high management fees can make up the difference

Equity 87

Equity 87

Law 360 M&A

MARCH 16, 2023

A Unity Software Inc. stockholder who sued in Delaware's Chancery Court to delay a stockholder vote on a $1 billion note issuance says his attorneys should get a $850,000 fee award because the lawsuit prompted better disclosures about the company's $4.4 billion merger with ironSource Ltd.

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Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

Financial Times M&A

MARCH 16, 2023

Owner of UK’s Three says it is also close to an agreement with Vodafone

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Law 360 M&A

MARCH 16, 2023

Private equity firm Ethical Capital Partners said Thursday it would purchase MindGeek, a controversial media company with a large portfolio of adult entertainment properties, including Pornhub.

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Private Equity Firm Equity 75

ThomsonReuters

MARCH 16, 2023

There are two forces within an audit team: senior staff and junior staff. For audit team leaders, both are extremely important and bring to the table unique sets of experiences and skillsets that are needed for a modern audit. The key is bringing together their strengths to help firms stay ahead of the curve. The reality is that the face of audit is changing , and today’s auditors are expected to be well-versed in a variety of disciplines.

Technology 59

Technology Compliance 59

Law 360 M&A

MARCH 16, 2023

The in-house judge at the Federal Communications Commission that is supposed to be answering a pair of questions referred to her by the agency about Standard General's $8.6 billion takeover of broadcaster Tegna won't be sending the case back to the full commission until she's done.

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ThomsonReuters

MARCH 16, 2023

Annual Report to Congress on HIPAA Privacy, Security, and Breach Notification Rule Compliance for Calendar Year 2021; Annual Report to Congress on Breaches of Unsecured Protected Health Information for Calendar Year 2021 Compliance Report Breach Notification Report News Release HHS’s Office for Civil Rights (OCR) has posted its 2021 reports to Congress on HIPAA privacy, security, and breach notification rule compliance and the HIPAA breach notification program.

Compliance 59

Compliance 59

Law 360 M&A

MARCH 16, 2023

TikTok has said that calls for its Chinese owner to unload its stake in the company are unfounded because a sale would not address national security concerns over the video-sharing app's handling of U.S. consumer data.

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Global Finance

MARCH 16, 2023

The Middle East could prove a profitable oasis.

Banking 102

Banking 102

Law 360 M&A

MARCH 16, 2023

Microsoft on Wednesday slammed the Federal Trade Commission's request for more documents in its challenge to the tech giant's proposed $68.7 billion merger with Activision Blizzard, saying the companies have already handed over 17 million pages to regulators, who agreed on the exact process used.

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Business Wire M&A

MARCH 16, 2023

CHINO, Calif.--(BUSINESS WIRE)-- #TuffStuff--Brooks Industrial Marketplace acquires TuffStuff Fitness International, Inc.

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Law 360 M&A

MARCH 16, 2023

Kraft Heinz Co. shareholders who sued in Delaware's Chancery Court over a $15.4 billion write-down may take 30 days to decide how to consolidate their efforts, but may not stay their case indefinitely while a different group of investors settles a federal securities action in Illinois, a Delaware vice chancellor said Thursday.

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Auto Dealer Valuation Insights

MARCH 16, 2023

Rules of thumb based on a percentage of AUM are frequently cited in the RIA industry as a back-of-the-envelope way to quickly estimate a firm’s value. One reason for the prevalence of AUM multiples is purely practical—AUM for RIAs is a publicly available metric, and it’s often the only window into a firm’s financial performance available to third parties.

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Benzinga

MARCH 16, 2023

First Republic Bank (NYSE: FRC ) may get a substantial capital injection or perhaps a full acquisition from a consortium of large financial institutions, including JP Morgan Chase & Co. (NYSE: JPM ), Morgan Stanley (NYSE: MS ), Citigroup (NYSE: C ), Bank of America (NYSE: BAC ) and Wells Fargo (NYSE: WFC ). The agreement could be reached as early as Thursday, according to the Wall Street Journal, which cited people familiar with the matter.

Banking 52

Banking Marketability 52

Auto Dealer Valuation Insights

MARCH 16, 2023

Scott A. Womack, ASA, WAFF, and Karolina Calhoun, CPA, ABV, CFF, are presenting alongside Gunnar J. Gitlin of The Gitlin Law Firm in a Strafford video webinar on March 28, 2023, at 1 pm EDT. The live, 90-minute CLE webinar will address “Double-Dipping and Business Valuation in Divorce: Strategies to Avoid Twice Distributing the Same Income” and will feature a live Q&A after the session.

Business Valuation 52

Business Valuation 52

Vested

MARCH 16, 2023

There's a lot of jargon in finance, investment and even in business more broadly. Two words that don’t seem to go together, but actually do, are ‘vesting’ and ‘cliff’. To fully understand how a share option scheme works as a long-term incentive, you need to know what these two words mean.

Finance 52

Finance 52

Law 360 M&A

MARCH 16, 2023

BakerHostetler announced Thursday that it added a three-partner team of mergers and acquisitions and insurance regulatory attorneys from Morris Manning & Martin LLP in Georgia and Washington, D.C.

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ThomsonReuters

MARCH 16, 2023

Yates v. Symetra Life Ins. Co., 2023 WL 2174840 (8th Cir. 2023) Available at [link] After her spouse’s death due to a heroin overdose, a participant brought benefit claims under her employer’s ERISA life insurance and accidental death and disability (AD&D) policies (which covered the spouse). The insurer paid the life insurance benefit but denied the AD&D claim, asserting that the policy’s “intentionally self-inflicted injury” exclusion applied.

Compliance 52

Compliance 52

Business Wire M&A

MARCH 16, 2023

ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne® Landscape Supply, Inc. (NYSE: SITE) announced today the company completed its acquisition of J&J Materials (“J&J”), a leading wholesale distributor of hardscapes products with five locations in Rhode Island and Southeastern Massachusetts.

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Marketability 52

Mckinsey and Company

MARCH 16, 2023

The aerospace and defense industry is transitioning from an older to younger workforce, but it faces intense competition for talent. It needs a radical response.

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Reynolds Holding

MARCH 16, 2023

For more than ten years, Larry Fink, Chairman and CEO of BlackRock, the world’s largest asset manager, has published separate annual letters — one to CEOs and another to BlackRock’s shareholders. This year, Fink combined the two letters into one to underscore that in serving its clients, BlackRock has also created value for its shareholders — a demonstration of stakeholder capitalism at work.

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Market Capitalization Marketability 49

Law 360 M&A

MARCH 16, 2023

Gowling WLG announced Wednesday that it would open its third office in Germany with four partners from Taylor Wessing LLP.

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