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    5 Tips to Help Identify Fake Financial News

    July 19, 2017

    A new survey reveals fake financial news is affecting Americans’ ability to make retirement, investment and health care decisions.  Even worse, Americans feel that fake news will be more prevalent in the future.  The AICPA National CPA Financial Literacy Commission has tips to help keep Americans from falling into the fake news trap. To read the full article in AICPA Insights, click: 5 Tips to Help Identify Fake Financial News.

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  • Mergers and Acquisitions/Exit Planning - QuickPress

    3 Silicon Valley Trends That Will Reshape the Financial Services Industry —Forbes

    February 7, 2013

    Increased Transparency, More Automation, and More Access to Capital   Rod Ebrahimi, a columnist for the Entrepreneurs section of Forbes, writes that “Thousands of miles away from Wall Street, some David-sized companies in Silicon Valley are cultivating new trends that will change people’s relationship with money.”

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