Remove Digital Strategies Remove Exercises Remove Online Remove Taxes
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Is Small Business Lending Facing a ‘Moment of Reckoning?’

Gonzobanker

While online lenders Kabbage and OnDeck lent $2 billion and $2.5 billion, respectively, to small businesses in 2018, PayPal is now the largest online small business lender in the United States, with over $4 billion funded in 2018. Eliminate paper applications and utilize an online portal.

Lending 136
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Reinventing the client advisor interaction model is the future of wealth management

Insights on Business

The industry is shifting to a digitally-enabled, holistic advice model , where clients are seeking advice on a variety of topics. We’re beginning to see investment advisory firms expand their brands into non-financial areas such as nutrition, health, wellness and exercise, forming complete centers of influence for their clients.