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Weekend Reading For Financial Planners (Oct 15-16)

Nerd's Eye View

While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. Why accounting firms have become hot acquisition targets for RIAs. for 2023, the largest COLA since 1981.

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Lightyear Forms ProfitSolv To Acquire Billing, Payments Solutions

PYMNTS

Lightyear intends to work toward acquiring software and payments companies, which the release calls “a highly fragmented market” that has a large number of smaller providers. million round and mobile-first financial service firm Finom getting $12 million in an investment round. billion for the legal vertical alone.

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Today In B2B: Revolut Debuts New Business Feature; MonetaGo Targets Trade Finance Fraud

PYMNTS

Revolut Business customers using paid plans will receive monthly allowances for free U.K. Pioneer Bank has joined the number of firms filing lawsuits over the continuing and complex MyPayrollHR/ValueWise scandal, which a report from the Daily Gazette calls one of the largest in Capital Region history. percent fee for U.K.

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