Bank Investment Consultant

Small Business

• Taking Care of Business

  September 1, 2010

  While a challenging nut to crack, specializing in the small-business owner market can lead to a diverse (and lucrative) revenue stream.

• U.S. Small Business Owners’ Confidence Crumbles

  July 29, 2010

  In a sign that the economy has a long way to go, U.S. small business owners’ confidence hit its lowest point in 29 quarters, according to the latest Wells Fargo/Gallup Small Business Index, conducted in July.

• Senate Set to Pass Small-Business Lending Fund Bill as Partisan Sparring Persists

  July 29, 2010

  After nearly a month of delays, the Senate was expected to pass a bill late Wednesday that would create a $30 billion small-business lending fund.

• House Passes Bill to Create Small Business Fund

  June 18, 2010

  The House approved a bill 241 to 182 on Thursday that would create a $30 billion fund that community banks could access for small business loans.

• BofA Enhances Retirement Platform for Small Businesses

  June 3, 2010

  Advisor Alliance, will allow Merrill Lynch advisors to sell recordkeeping and retirement plan administration services to small business owners.

• Small-Business Confidence Rising

  June 3, 2010

  Small-business owners' confidence in the economy rose in May, reaching its highest level in seven months, according to Discover Financial Services.

• Small Businesses Not Leveraging Social Media

  April 5, 2010

  A new study estimates that only 16 % of small businesses in the United States are using social media sites to promote themselves.

• Is It a Wise Hand-Up, or An Unfair Handout?

  February 9, 2010

  Strugglers' eligibility for small-business funds is in question

• Could Small-Business Lending Blitz Backfire?

  February 5, 2010

  WASHINGTON — Though President Obama began a concerted push this week to encourage bankers to boost lending to small businesses, some are wondering if the government will come to regret trying to force the issue.

• Critics Pick Apart Obama Small Biz-Loan Plan

  February 3, 2010

  WASHINGTON — Though lawmakers said Tuesday they support the goal of President Obama's $30 billion program to spur small-business lending, many sharply criticized the proposal, arguing it either would not work or could be done more directly.

• Report: Small Business Owners Grow More Dissatisfied With Their Banks

  February 2, 2010

  Many may switch institutions that don’t meet their needs.

• Obama Pushes Bank Tax, Reg Reform in State of the Union

  January 28, 2010

  Proposes $30B for small business lending

• BofA’s Small Business Strategy: A Boon to Merrill Advisors

  January 6, 2010

  The bank’s new CEO spelled out his commitment to small business.

• Goldman Sachs, Warren Buffett Team in Small-Biz Program

  November 19, 2009

  Financial services conglomerate Goldman Sachs said it will launch a program that will earmark $500 million to assist the small-business community.

• Intuit Rolls Out Small Business CRM Service

  November 17, 2009

  QuickBooks parent Intuit Inc. has unveiled Customer Manager, a CRM service for small businesses that provides online and mobile access to customer data.

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