In The News – 2016

Top 15 Risk Factors for M&A


In an uncertain economic year, its not surprising the M&A market was equally as rocky. In March, mergers and acquisitions declined more than 55% in value from the prior year period only to bounce back in October with four of the year’s top 10 deals and $250 billion in announced transactions. As 2016 comes to a close short of last year’s record-setting levels, what risk factors are acquirers worried about most before closing their next deal?

Think DOL’s Fiduciary Rule Is Too Strict? Blame SEC


The investor watchdog talks to ThinkAdvisor about why SEC Chair White is a ‘bad SEC chair for investors’ and why the Social Security trust fund isn’t as important as many think

Ultimate Holiday Gift Guide for Clients


The holiday season provides advisers with a great opportunity to show clients how much their business is appreciated. Gifts can say something special: From books and documentaries to picnic blankets and pecans, we’ve assembled some great ideas from advisers.

Kevin Knull’s 6 Parts of a DOL-Friendly Financial Plan


Kevin Knull, president of PIEtech, creators of MoneyGuidePro, tells ThinkAdvisor what fiduciary advisors need to know about their clients.

Big Companies: Don’t Wait on New Revenue Rules


Bloomberg BNA’s Corporate Law & Accountability Report is available on the Corporate Law Resource Center. This news service keeps corporate practitioners informed of legal developments of…

Pin4 Targeting US Unbanked and Underbanked Market


Pin4 Partnership Rounds Out Viamericas’ Payout Network


International licensed remittance company Viamericas Corporation and Pin4®—the U.S.’s first independent cardless cash ATM network—today announced completion of their partnership initiative targeting the peer-to-peer (P2P) payments market. The initiative integrates Pin4’s cardless cash withdrawal technology with Viamericas’ recently launched digital money transfer platform, Vianex. This integration expands the Vianex payout network’s value proposition by adding more physical cash withdrawal locations while increasing access to underbanked and unbanked customers.

New book offers advice on how to navigate the post-DOL rule world


New government rules require that financial advisers put their clients’ interests first when recommending what to do with their retirement savings. But no one has defined what good advice actually means or how to accomplish it — until now.

Book Review: “Exploring Advice” Contains Insights from 39 Industry Thought Leaders


According to Kevin Knull, CFP®, the President of PIEtech, the developers of MoneyGuidePro financial planning software, the financial industry is undergoing a revolutionary shift driven by five key factors: The Department of Labor’s new regulations, asset management commoditization, fee compression, an increasingly competitive environment, and a more informed consumer. Given these trends, Knull felt there was need for a book to help improve the industry, so he crowdsourced a book that explores the aspects of a good financial plan and quality advice.

Exploring Advice: How to know if you’re delivering good advice and quality plans


Telcodium introduces first redundant power supplies using GaN FETS: Product of the Month


It’s finally happening: the first redundant power supplies using GaN FETs. They shrink the footprint by 30% and improve total system efficiency to 94%

Companies Lack Incentive to Cut Back Financial Disclosure


Regulatory efforts to reduce and improve information in corporate financial filings lack one important ingredient: incentives.

Pin4 Cardless Cash Payouts


Why Cash-Back Rewards Aren’t Just For Credit Card Companies Anymore


Loyalty programs are gaining steam as retailers of all sizes look to attract new customers and build relationships over the long term. From the simple coffee shop stamp and earning points toward free travel, to cashing in a rebate check toward a new smartphone and earning cash back, loyalty programs are being credited for everything from strengthening brand awareness to driving sales.

6 Ways to Protect Your Pocketbook From Sky-High Medical Bills


Dan McGrath, the co-founder of Jester Financial Technologies, a small health care data company in Beverly, Massachusetts, remembers being in the dentist office with his retired mother and realizing he’d made a grave mistake.