Mueller dotKonnect expands into Colorado Springs & Denver area by merging in Duncan Accounting & Tax

Finance, Accounting, Payroll & Tax Services BPO

Mueller dotKonnect establishes office into Colorado with a solid team to provide Accounting & Tax services to Small & Medium Businesses (SMB) and Individuals

COLORADO SPRINGS, CO, USA, December 30, 2022 / — Mueller dotKonnect (MdK), a comprehensive Finance as a Service (FaaS) services firm addressing the accounting & tax service needs of small and medium enterprises across the USA. MdK’s specialization in Business Process Management (BPM) and Business Process Outsourcing (BPO) provides excellent value to SMBs. MdK provides services ranging from managing basic bookkeeping to managing the entire finance & accounting department. These services include AP, AR, Payroll, Financial Reporting & Analysis, Cash Flow Management, Core Accounting, Month End Close, Sales Tax, Income Tax, and all related functions.

“Acquisition of Duncan Accounting & Tax is very strategic for MdK’s expansion. It provides a physical presence to grow aggressively in Colorado Springs and Denver area. Our model of service delivery with balance between teams from our US and India offices provides the bandwidth to make our client’s lives better,” said David J. Nissen, CEO

Mueller dotKonnect’s implementation approach of TRANSFORM, MANAGE, EMPOWER in delivering outsourced accounting services has been received well by hundreds of clients in diverse industries (profit & non-profit). A complete service offering, including tax and compliance, gives clients the required coverage in a cost-effective manner.

“When I first heard about Mueller dotKonnect’s model, I honestly thought it was too good to be true,” said Janet Duncan, founder, and owner of Duncan Accounting & Tax. “I have built my practice to the best of my ability. Now, with MdK’s strength of people, process, and a proven model, I am confident to deliver more value to lot more clients”.

The value proposition of MdK’s FaaS solution is not just from outsourcing, but more from the benefits derived with the delivery approach of utilizing cloud technology, streamlining & automating functions, and documenting processes.

“Janet’s passion for delivering value to clients and broadening the services to small businesses has made it a perfect match for Mueller dotKonnect. As a Director, Janet will continue as our primary leader in the Colorado office, leading the service delivery and growth in the region” said Phani Ilapakurty, President of Mueller dotKonnect. “This addition also strengthens our MDK Smart Tax service to small businesses and individuals.”

A growing team of 125+ located in Dallas, TX; Elgin, IL; Colorado Springs, CO, and India makes up the MdK Family. Martin Moll, Vice President at Mdk, feels confident that Janet will be successful using MdK’s capacity, caliber, and capability.

“Janet shares Mdk’s values of a strong work ethic and dedication to clients. Support from an expanded team will assist us in delivering more and growing faster,” said Beth Ulbrich, Vice President.

Mueller dotKonnect is an ISO 27001 certified accounting & tax services firm with a team of CPAs, CIAs, CFEs, CAs, CMAs, EAs, MBAs, and more. MdK is experienced, qualified, and proven to be an extended and integrated accounting department for small & medium size enterprises.

MDK Client Success Team
Mueller dotKonnect LLC
email us here
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Saudi quick commerce startup Ninja

Ninja rapidly expands across the Kingdom of Saudi Arabia and is now fully operational across Riyadh, Jeddah, and the Eastern Province of the country.

In four months, we have grown our presence across the Kingdom and plan to continue to expand in KSA and across the MENA region while achieving positive unit economics”

— Canberk Donmez, Ninja’s co-founder

RIYADH, INTERNATIONAL, SAUDI ARABIA, December 31, 2022 / — Ninja, a ‘quick commerce’ grocery delivery company and one of Saudi Arabia’s fast-growing technology companies, has today announced that it has crossed 1.5 million app downloads in the Kingdom. It has also announced that in line with its ambitious expansion plans, the company in just four months has grown to become fully operational across Riyadh, Jeddah, and the Eastern Province of the Kingdom.The news underlines Saudi Arabia’s position as the fastest growing regional market for VC activity, accounting for 35% of the total funding deals done in the MENA region in 2022.

Ninja has also announced that it has recorded impressive demand in its mega seed funding round closed in Q4 2022. The undisclosed amount was led by Bunat Ventures and multiple other VCs and family offices. The company’s founders said that the latest funding round would help them continue to scale their business and operations across the Middle East and North Africa.

The KSA homegrown start-up, which was founded in 2022 by a couple of industry veterans, has also announced that it has expanded its operations this month to fully cover Saudi Arabia’s three main cities, which make up close to 50 percent of the population. The company is now fully operational across Riyadh, Jeddah, and the Eastern Province of the Kingdom.

Ninja’s management team – a group of local and global industry veterans and unicorn builders –have been focused on expansion while instilling operational efficiency that allowed them to achieve very healthy unit economics, while maintaining a 25-minute delivery time, with high customer retention.

Chief Technology Officer, Ninja, Hussein Bu Khamseen said, “We nearly quadrupled our scale since we launched in 2022, in a matter of few months, and are looking to further accelerate our growth trajectory in the coming year. We will continue to invest aggressively to make Ninja the distinguished destination for food and grocery consumers through our pan-Saudi Arabia’s network of technology driven dark stores.�

Meshaal Al Shuwaikhat, Chief Product Officer of Ninja commented on the expansion saying, “We are building the future of grocery retail in KSA. Covid has changed consumer behaviour permanently and Ninja’s technology powered model is ready to scale at an unparalleled pace.�

Canberk Donmez, Ninja’s co-founder commented, “We are exceptionally pleased by the current growth of the company. In four months alone we have grown our presence right across the Kingdom. The business continues to go from strength to strength, with 1.5m downloads and now fully operational across half the Kingdom. Our aim is to cover the entire country and eventually to expand into new territories. The product is clearly popular, and the demand is there, and we are confident that the business will continue to thrive in the coming months.�

Commenting on the growth of the VC industry in the Saudi market, Saud Al Qahtani, Ninja’s co-founder, “The Saudi market has totally transformed in the last 18 months, and today you are seeing exciting new tech and FinTech companies emerging and backed by VC money from across the world. It is exciting for global VCs looking at the Saudi market right now and seeing the potential. The Government are doing all the right things too, creating the right conditions for growth and welcoming inward investment.�

Continued growth of the Saudi market
Investments in Saudi Arabian start-ups continue to grow at a rapid pace, with various sources pointing to Saudi Arabia’s total VC funding increasing by 93% year-on-year to reach $818M in the first three quarters of 2022. The Kingdom, which has outlined its ambitious Vision 2030 plans for a modern and dynamic economy, has now overtaken the UAE among the Middle East and North African countries in terms of the number of deals, observing a 36 percent growth compared to the first half of 2021.

Notes to Editors
Ninja is a technology start-up company founded and operated in the Kingdom of Saudi Arabia, specialising in the quick commerce space. It is an on-demand delivery app that takes just a few minutes to get groceries to a user’s door. Users of the app benefit from access to thousands of items from fresh produce through to skincare, beauty and pet food.

Alan Morgan
Kendal Advisory

HomeSharing Inc. 38th Annual Gala Recognizing Community Leaders for their efforts & contributions in Affordable housing

HomeSharing, Inc. provides social services for those who are seeking affordable housing while fostering independence and dignity. Currently serving Central NJ

Our Mission to create affordable housing solutions by matching those seeking housing with those who need additional income or services to maintain their homes, while fostering independence and dignity”

— HomeSharing Board of Trustees

BRIDGEWATER, NJ, USA, December 30, 2022 / — HomeSharing held its 38th Annual Gala on October 20, 2022, honoring those supporting our efforts to create affordable housing solutions for NJ residents, our clients whose lives are improved, and those that dedicate their time to our organization.

The recipient of this year’s Shuey Horowitz Humanitarian Award, (HomeSharing’s highest honor) was Kenneth R. Totten, Chairman, President, and CEO of United Roosevelt Savings Bank. Their efforts to sustain social services for those who are seeking affordable housing while fostering independence and dignity showed they deserved this highest HomeSharing Award.

Our Volunteer Awardee for 2022, Wendy Argent-Belcher, has provided more than 20 years of service to HomeSharing operations which is extraordinary, and HomeSharing truly thanks her. We thank the Episcopal Church of St. John on the Mountain in Bernardsville NJ for their support and attendance for Wendy’s award.

HomeSharing also thanks this year’s major sponsors of the 2022 Gala, including:

Platinum Sponsors: MICRO located in Somerset NJ, and United Roosevelt Savings Bank
Gold Sponsors: Frank & Mary Jane Semcer, Sr. and Andriette & Paul Mathews
Silver Sponsor: Ascendia Bank, the Federal Home Bank of New York
Bronze Sponsor: The Columbia Bank Foundation

Speaking at the event was Mary Martusciello, a HomeSharing Provider in Mercer County for almost two years. Mary reached out to us at the height of COVID and was a risk of losing her home. Mary invited a HomeSharing Seeker into her home, which is just an extension of her extremely generous spirit and her ability to get along with just about everyone. She is still in her home today. Mary’s story truly exemplifies the many ways in which HomeSharing can help people to stay in their homes, whether in need of additional financial assistance or caregiver support to maintain their homes

It you would like to support the organization, HomeSharing is participating in “Giving Tuesday,� the global day of generosity that encourages people to support people in need. Contributions may be sent by check to our office (120 Finderne Ave Bridgewater, NJ 08807), through our website (, through TicketLeap, AmazonSmile as you shop for the holidays, and by the United Way through your employer’s giving program.
If you have any questions, please email HomeSharing at or by calling 908-526-4663.

Steve Nagel
HomeSharing Inc
+1 908-526-4663
email us here
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XMachina AI Group Inc. Announces Change in Year End

VANCOUVER, BC, CANADA, December 30, 2022 / — XMachina AI Group Inc. (“Companyâ€�) is pleased to announce that its board of directors has resolved to change the Company’s fiscal year end from December 31st to March 31st effective immediately. The Company is changing its year-end following the recently completed business combination and change of control on June 7, 2022. The terms of the business combination and change of control were previously disclosed in the press release of the Company on June 8, 2022, which is available under the Company’s SEDAR profile at

For details regarding the length and ending dates of the financial periods, including the comparative periods, of the interim and annual financial statements to be filed for the Company’s transition year and its new financial year, reference is made to the Notice of Change of Fiscal Year End filed by the Company on SEDAR pursuant to National Instrument 51-102.

About the Company

XMachina AI Group Inc. acquires companies that are applying AI and advanced data analytics in innovative ways to solve real-world business problems. The Company then accelerates their growth by injecting capital, top tier talent and by streamlining its corporate processes. Current sectors of interest for the Company include supply chain and logistics, manufacturing, construction, and real estate management. For more information, please visit

On behalf of the Board of Director
Patrick Brown
Chief Financial Officer & Director
Tel: (514) 560-4628

3268 West 26th Avenue
Vancouver, British Columbia
V6L 1W1
Forward Looking Statements
This news release contains “forward-looking statements” within the meaning of applicable securities laws. All statements contained herein that are not clearly historical in nature may constitute forward-looking statements.
Generally, such forward-looking information or forward-looking statements can be identified by the use of forward-looking terminology such as “plans”, “expects” or “does not expect”, “is expected”, “budget”, “scheduled”, “estimates”, “forecasts”, “intends”, “anticipates” or “does not anticipate”, or “believes”, or variations of such words and phrases or may contain statements that certain actions, events or results “may”, “could”, “would”, “might” or “will be taken”, “will continue”, “will occur” or “will be achieved”. The forward-looking information and forward- looking statements contained herein include, but are not limited to, statements regarding: the Company filing financial statements of the Company on the timelines referenced in the Notice of Change.
Forward-looking information in this news release are based on certain assumptions and expected future events, namely: the Company’s ability to file its future financial statements on the timelines referenced in the Notice of Change.

These statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements, including but not limited to: uncertainties relating to the availability and costs of financing needed in the future; current economic conditions; and the Company’s inability to file its future financial statements on the timelines referenced in the Notice of Change.
Readers are cautioned that the foregoing list is not exhaustive. Readers are further cautioned not to place undue reliance on forward-looking statements, as there can be no assurance that the plans, intentions or expectations upon which they are placed will occur. Such information, although considered reasonable by management at the time of preparation, may prove to be incorrect and actual results may differ materially from those anticipated.

Forward-looking statements contained in this news release are expressly qualified by this cautionary statement and reflect the Company’s expectations as of the date hereof and are subject to change thereafter. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, estimates or opinions, future events or results or otherwise or to explain any material difference between subsequent actual events and such forward-looking information, except as required by applicable law.

Patrick Brown
XMachina AI Group Inc
+ +1 5145608880
email us here

Five Step Content Development Strategy

Content Development Strategy

Creating an effective content development strategy can be daunting, but more companies are jumping on the content marketing bandwagon. Why?

SEAL BEACH, CA, UNITED STATES, December 30, 2022 / — Creating an effective content development strategy can be daunting, but more companies are jumping on the content marketing bandwagon. Why?

Content marketing strategies generate three times as many leads as traditional marketing.

It’s time to roll up your sleeves and start bringing in paying customers with high-quality content.

In this article, we’ll explore what an effective content development strategy is, share our step-by-step process for content development, and show how to implement it for any business without hassle.

What is an Effective Content Development Strategy?

To achieve business goals, effective content development strategies involve conceiving, planning, producing, and disseminating content. In content marketing, the term refers to the entire lifecycle of content, from conceptualization to impact on readers (a.k.a. potential customers).

Investing in an effective content development strategy has the following benefits:

A well-planned and executed content strategy increases the chances of success. Having a plan will also keep you consistent, which helps maintain traction and build trust with an audience. You will be able to target the ideal audience and create content that meets their needs and solves their needs.

You can monitor the key performance metrics and track how well the content is performing, which will help meet and exceed goals with a content development plan.

With a content development process, everyone on the team will be on the same page. Your team will know what to do with each piece of content and what to expect for performance.

Effective content development works; we all know it works…but how is it done correctly?

5 Steps to an Effective Content Development Strategy

If starting from scratch or auditing a current content development process, our 5-step content development strategy will help you succeed.

1. The first step is to set content goals

Consider what you want the content to accomplish before thinking about topics or audiences. At which stage in the content marketing funnel should the content reach the audience?

Create content that raises product awareness for the audience by creating blog posts, infographics, ebooks, and whitepapers.

In order to drive sales right away, invest in testimonials, customer success stories, and live demos. Other content like email newsletters, case studies, and podcasts can also be useful at many funnel points.

When you set content goals, also decide how to measure success.

Traffic to blogs
Rankings on search engines
Shares on social media
Generating leads
Sales conversions
Retention of clients

A content development process should include SMART (Specific, Measurable, Achievable, Realistic, and Time-Anchored) goals. Additionally, set specific goals for each piece of content.

2. Research the audience

Once you have content goals, it’s time to look more closely at the audience and their needs and how they intersect with the content objectives.

In addition to being highly effective, buyer personas are recommended by many experts. Marketing personas have been shown to make websites two to five times more effective for targeted users. Use buyer personas to create a specific profile of the target audience.

Answer the following questions about your buyer persona:

What is the purpose of my content?
What is the main pain point of my audience?
What is the location of my ideal audience?
How do they prefer to use social media?
What social media accounts does my target audience follow?
What sites does my audience typically visit?
In what way would my ideal audience prefer to have their pain point resolved?
Send surveys to existing and potential customers to identify their preferences in order to build a persuasive buyer persona. Use audience research tools like SparkToro to study audience behavior online.

Finally, analyze customer interviews and interactions from Customer Service and Sales to determine how well the product already solves pain points.

3. Develop a content strategy that works

Now that we know our goals and audience, it’s time to create a strategy.

A content strategy involves researching, planning, and executing content ideas.

Make a decision about the types of content to use:

Are you going to focus on social media posts or long-form content?
Do you plan to publish more how-to posts or thought-leadership content if doing long-form content?
How important is search engine optimization (SEO) to your content marketing strategy?
In-depth keyword research using tools such as Ahrefs and Semrush will strengthen your pieces. You could also draft a content calendar at this time, start creating content briefs, and decide on your brand voice.

Lastly, decide whether to hire freelance writers or content marketing agencies to write all this content.

4. Put thoughts into words

It is time to begin writing.

Search engine results pages (SERPs) are ranked based on basic SEO best practices, such as incorporating keywords into your title, URL, and meta description.

Make the content actionable by using examples, illustrations, charts, and other elements. Use storytelling, and share helpful information. Make sure not to regurgitate competitor content but that the audience learns something new from each piece.

In order to maximize the effectiveness of written content, work with multiple team members. For instance, while the content strategist creates the brief, an in-house or freelance writer will likely write it. In addition, pieces will hopefully be reviewed and fact-checked by an editor.

By leveraging a content hub that supports seamless collaboration, everyone will know when it’s their turn to contribute. With Google Docs, automate the content creation process by using templates, building an editorial calendar, and assigning collaborator roles all in one place!

5. Publish and distribute

Promote the content using predetermined distribution channels (see content strategy). You may need to do this more than once.

Consider repurposing content. Convert podcasts into blog posts, blog posts into LinkedIn posts, and YouTube videos using content from past articles.

Do some outreach to get quality backlinks from other sites in your industry. Content marketing is trial and error. Tweaks to the strategy will be needed from time to time.

Content Development: Who Uses It?

Knowledge of content development is required for the following roles:

The content strategist is responsible for brainstorming ideal content formats, planning briefs, and analyzing content success.

Content heads often have a broader role than strategists, but they are also involved in planning and executing content strategies.

Managing the content workflow and ensuring that all parties are working efficiently is the responsibility of project managers.

In the content development process, anyone with a background in content creation must understand their audience and develop a strategy that matches their needs.

Social media marketers are also involved in content marketing. They must also understand the process.

Finally, bloggers regularly interact with their audience via comments and feedback-priceless audience research that can help them create great content.

Content Development Strategy and the Future

It doesn’t matter what role – whether a writer, marketer, blogger, or content creator – one can benefit from improving content workflow by using a strategy or even investing in a content agency to help boost content creation.

Ronald Hollis
+1 562-453-0695
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What’s next for crypto after the FTX collapse? BDC Consulting publishes a survey of 50+ crypto executives

TALLINN, ESTONIA, December 30, 2022 / — A new survey of Layer-1 and Layer-2 executives reveals 8 causes for the current state of the market: from a lack of use cases to a loss of user trust. CEOs of projects like Hedera, Akash Network, and Celo have also shared their strategy for surviving the bear market.

L2 has contracted much less than any other blockchain niche

The collapse of FTX may have triggered the most recent downward wave, but it would be too simplistic to view it as the ultimate reason. What do project founders and decision-makers view as the real causes? In order to find out, BDC Consulting conducted a survey of 50+ Layer-1 and 2 executives. The reason this group was selected is that during BDC’s recent crypto investor study, infrastructure project were named as the safest investment opportunity.

The survey brought together C-suite executives from L1 projects like Dusk Network, Hedera, Celo, ChainSafe Systems, and Akash Network; as well as L2s and bridging solutions like Convex, Allbridge, Radix Network, and Stroom.

By late December 2022, the combined capitalization of these three niches amounted to $47.3 billion, or 30% less than 6 months ago. Out of this amount, L1s accounted for 80% and L2s and bridges for 20%. Interestingly, in H2 2022 Layer-2 projects suffered the smallest market cap decrease of any niche except for memecoins: only -5% (vs. -27% in DeFi, -42% for bridges, and -45% in GameFi).

The 8 causes for the user exodus and lack of liquidity

The respondents jointly identified user outflow and liquidity deficit (and not low prices) as the key challenges that blockchain projects are currently facing. In turn, they named several causes that have led to this situation, which can be divided into several categories:


– Poor value proposition;
– Limited use cases;
– Lack of a user retention and engagement strategy.

For example, Dusk Network founder Emanuele Francioni said, “The biggest lesson is that we should be always building for real-world use cases. We have to think, […] what does blockchain allow you to do that you may not be able to do better otherwise?â€� And Allbridge CEO Andriy Veliky adds, “There is a crisis of ideas in crypto right now compared to the DeFi spring, when there were a lot of experiments on different blockchainsâ€�.


– New attack vectors and scams;
– Absence of risk management, manipulating investors’ expectations;
– Lack of a clear and progressive crypt legislation.

User behavior-related

– Poor dApp UX and a lack of Web3 integration into real life;
– Loss of user trust – in turn, caused by a lack of transparency and regulatory clarity.

The strategy to survive the bear: product development, partnerships, and security

The surveyed executives also shared their plans for surviving the crypto winter and overcoming the challenges:

– Building and adding new features remains the highest priority
– Partnerships are in the second place, especially attracting B2B partners.
– Product security is also in the top 3,
– Most projects are still hiring: a downturn doesn’t mean that the whole development strategy has to be scrapped.

Insights and recommendations for startups

Based on the survey insights, the team of BDC Consulting formulated a list of recommendations for crypto startups from all niches that face a deficit of liquidity and an outflow of users. The list includes:

– Request feedback from the community (through forms and direct channels) to find out the reasons users are leaving;
– Incentivize users to join liquidity pools and onboard external liquidity providers;
– Adjust the tokenomics to make sure that users benefit from holding on to their tokens;
– Undergo external audits and conduct penetration tests; start a bug bounty campaign;
– Engage users in a discussion and process all incoming feedback;
– Have a realistic roadmap and make sure it is followed.

BDC Consulting is a leading blockchain consulting and marketing agency with an in-house research department, publishing over 10 large market studies every year. The full version of the survey report features dozens of extensive quotes by blockchain executives, as well as a detailed analysis of challenges and solutions. Download the full report here.

Marat Gizatullin
BDC Consulting
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Distributed production of grid scale batteries is a profitable alternative to the Tesla Gigafactory

Salgenx S3000 Salt Water Battery Energy System

Salgenx 18 MW Grid Scale Battery Storage

Distributed production using locally sourced components is a viable alternative to the hub and spoke Tesla Gigafactory system.

MADISON, WISCONSIN, USA, December 30, 2022 / — Distributed production allows licensees the geographical advantage for building grid scale batteries. Since shipping is a huge cost, taking advantage of locally available shipping containers (which houses the battery system), has the potential to save huge amounts of costs compared to the spoke-and-hub Gigafactory production method employed by Tesla.

The 18MW Salgenx battery has two 40 ft containers and 12 of the 20 ft. tank containers. Even if shipped empty from China, the shipping costs saved is tremendous. Using locally supplied containers to fabricate grid scale batteries gives local licensees the comparative advantage. This is passed along to the customer, which results in faster payback.

The Salgenx redox flow battery uses two separate tanks of electrolytes, and when combined over electrodes, can store or discharge energy. The simplicity of the concept is the separation of the liquid electrolytes. Perfect for small villages or for large scale storage for wind and solar power, just like the Tesla Megapack. In many areas, the wait time for the Megapack is up to two years, and uses expensive Lithium.

Not only is the flow battery scalable, but it’s also inexpensive. The cost of the electrolytes is less than five dollars per kilowatt. Vanadium and Bromine flow systems require an expensive membrane. Alternatively, most of the salt water flow battery and liquid electrolyte can be sourced and assembled on-site using shipping containers, which empowers local communities to build their own storage systems.

Salt water doesn’t have the same flammability issues as Lithium. It’s non-toxic, and available everywhere. You can find it in salt lakes, brine pools, oil and gas well producer water, lithium mining operations, cooling ponds for power plants, and as a waste product from desalination facilities.

As the demand for energy storage increases, the salt water flow battery is an inexpensive alternative which can meet the requirements of large scale grid power storage.

Infinity Turbine LLC offers a visionary future for clean and renewable fuels by providing complimentary technologies which leverage greater efficiency.

Contact: G. Giese | CEO | Infinity Turbine LLC | |

Salt Water Battery Website:

Gregory Giese
Infinity Turbine LLC
+1 6082386001
email us here

Attention LJM Preservation Fund Investors: Law Firm Iorio Altamirano LLP Continues to Investigate Claims

Iorio Altamirano LLP, an investor-advocate law firm, encourages LJM Preservation & Growth Fund investors to contact the law firm to review their legal rights.

Our law firm continues to encourage all LJM Preservation & Growth Fund investors to contact us to review their legal rights. All consultations are free, confidential, privileged, & without obligation.”

— Jorge Altamirano

NEW YORK, NEW YORK, UNITED STATES, December 30, 2022 / — Iorio Altamirano LLP, a leading securities arbitration law firm that represents investors, is continuing to investigate claims against broker-dealers involving allegations of unsuitable and misleading investment recommendations to invest in the LJM Preservation & Growth Fund (“LJM,â€� “the Fundâ€� or “Preservation Fundâ€�), as broker-dealers continue to settle allegations related to recommending the Fund to retail investors with the Financial Industry Regulatory Authority (FINRA AWC No. 2019061764701, FINRA AWC No. 2019061651201, FINRA AWC No. 2019061765001, FINRA AWC No. 2019061765001).

The Securities and Exchange Commission filed a civil action alleging that investment advisers LJM Funds Management, Ltd. and LJM Partners, Ltd. and their portfolio managers, Anthony Caine and Anish Parvataneni, fraudulently misled investors and the board of directors of a fund they advised about LJM’s risk management practices and the level of risk in LJM’s portfolios (SEC vs. LJM Funds Management, Ltd. and LJM Partners, Ltd. et. al. (No. 1:21-Cv-02859 (D. Nd Illinois. Filed May 27, 2021)

LJM was an alternative mutual fund that pursued a risky strategy that relied, in part, on purchasing uncovered options. LJM’s value dropped 80% during an extreme volatility event in February 2018, and the Fund ultimately liquidated and closed, resulting in losses to thousands of customers.

Upon information and belief, broker-dealers and their registered representatives failed to conduct reasonable due diligence to sufficiently understand the Fund’s risks and features. Investors are encouraged to contact New York securities arbitration law firm Iorio Altamirano LLP to review their legal rights.

About the LJM Preservation & Growth Fund:

LJM was an alternative mutual fund that launched on January 9, 2013.

LJM marketed itself as “selling volatility� by seeking to profit from the “volatility premium�—the difference between implied volatility (investors’ forecast of market volatility reflected in options pricing) and realized (actual) market volatility. To achieve this goal, LJM invested primarily in purchased (long) and sold (short) call and put options on the S&P 500 futures index. LJM did not hold any underlying stock as a part of its strategy.

The LJM Preservation & Growth Fund raised hundreds of millions of dollars from investors with shares offered pursuant to Registration Statements and Prospectuses. These offering materials promoted the LJM Preservation & Growth Fund as a low-risk and trend-neutral investment, with factually inaccurate statements.

The statements contained in the LJM Preservation & Growth Fund’s Registration Statements and Prospectuses were materially false and misleading.

In reality, the Fund was overexposed to the risk of volatility and a down market, as reflected in its losing 80% of its value in just two days as markets dropped and volatility spiked. While the LJM Preservation & Growth Fund purportedly sought to preserve capital and obtain growth by betting against market volatility, the Fund actually made massive and unmitigated bets which exposed investors to excessive risks and catastrophic losses of capital, even in only a moderately down market of less than 5%.

The LJM Preservation & Growth Fund was overexposed to the risk of volatility through leveraged options that required the Fund to liquidate its capital to pay off its positions when the market declined and volatility increased. The Fund’s offering materials omitted and failed to disclose the material risk that Fund investors faced catastrophic losses of their capital investment.

On February 5 and 6, 2018, LJM suffered a dramatic drop in the net asset value (“NAV�) of Fund shares, with more than $600 million evaporating in two days, wiping out 80% of the Fund’s value.

On February 7, LJM announced that it was closing itself to new investors, and on March 29, 2018, LJM was liquidated and dissolved. Investors who held shares as of February 6, 2018 lost approximately 80% of their investment.

On February 9, 2018, LJM informed the Fund’s shareholders that a spike in volatility caused the Fund to liquidate its open positions and suffer massive losses of capital. Contrary to the statements in the offering materials, the Fund had no investment or market position to adequately preserve capital and mitigate risk in the face of volatility.

What Investors Can Do: LJM Preservation Fund investors should contact securities arbitration law firm Iorio Altamirano LLP to review their legal options. Customers may be entitled to compensation without paying any out-of-pocket fees or costs through a contingency fee arrangement with Iorio Altamirano LLP. To set up an evaluation, email securities arbitration attorneys August Iorio at or Jorge Altamirano at Alternatively, call the firm toll-free at (855) 430-4010.

About Iorio Altamirano LLP:
Iorio Altamirano LLP is a national securities litigation law firm based in New York, NY. The law firm pursues FINRA arbitration claims nationwide on behalf of investors to recover financial losses arising out of wrongful conduct by financial advisors and brokerage firms.


August Iorio
Iorio Altamirano LLP
+1 855-430-4010
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The CEO’s List of “Must Have Tools for 2023 – The Top New Resources for CEOs to Create Value in an Uncertain World

The CEO’s List of Must Have Tools for 2023

Chuck Bolton

CEO Coach Chuck Bolton says, “Here are the top resources smart CEOs will be tapping into during their quest to create value in 2023.�

If you aren’t getting better, you are getting worse. Every CEO has blind spots. The “Must Have” CEO Tools list will help you get better. When the CEO gets better, everyone around the CEO gets better.”

— Chuck Bolton, CEO Coach and Founder of The Bolton Group LLC

MINNEAPOLIS, MINNESOTA, USA, December 30, 2022 / — Flipping the page to 2023, CEOs find themselves in a turbulent period. Inflation, a looming recession, supply chain woes, a labor shortage and the great resignation combine to create treacherous waters to navigate. Despite these challenges, the job of every CEO remains to create value sustainably. Where can CEOs turn for expert advice as they seek to navigate a slowing economy and stay ahead of the competition? The CEO’s List of “Must Haveâ€� Tools for 2023.

The CEO’s List of “Must Have� Tools for 2023, includes the top new studies, books, articles, apps and resources for CEOs seeking to create value in an uncertain world, has just been released by CEO Coach, Chuck Bolton, founder of The Bolton Group LLC.

Bolton states, “Every CEO must lead themselves and become better as a person and a leader. That is a very tough job, to lead oneself. Additionally, every CEO has a responsibility to set the direction for the organization, optimize their top team, align and mobilize others to execute, and guide stakeholders to build a thriving enterprise.�

The CEO’s List of “Must Have� Tools for 2023 covers:

• The six priorities for CEOs in turbulent times
• Leading through inflation
• The mindsets that distinguish the best CEOs from the rest
• A self-assessment to measure effectiveness on the execution of six key responsibilities of every CEO
• A guide of fifty-seven value-creating practices CEOs can deploy
• The state of women in corporate America
• How to make diversity and inclusivity a priority
• Techniques to create trust and commitment across the top team
• How to disintegrate and remake company culture
• A teachable, repeatable and scalable method to beat startups at their own game and drive meaningful growth
• How aspiring CEOs can best prepare themselves for the CEO role
• How to renew energy, lower stress and anxiety

Bolton says, “The job of CEO is to create sustainable value for stakeholders. As the biggest value creator at the company, what the CEO controls accounts for up to 45% of company performance. As business conditions become more volatile, the CEO’s leadership becomes even more important. The CEO’s List of “Must Have� Tools for 2023 will help CEOs create value in this uncertain world.�

Bolton continues, “If CEOs aren’t getting better, they are getting worse. Every CEO has blind spots. This list will help CEOs get better. When the CEO gets better, everyone around the CEO gets better.�

Bolton concludes, “Here’s how to access The CEO’s List of “Must Have� Tools for 2023. Check out each of the tools, try them on and become a better CEO this coming year.

Chuck Bolton
The Bolton Group LLC
+1 612-229-1020
email us here

Robo Advisory Global Market Estimated To Grow At 48% Rate

Robo Advisory Global Market Report 2022 – Market Size, Trends, And Global Forecast 2022-2026

The Business Research Company’s Robo Advisory Global Market Report 2022 – Market Size, Trends, And Global Forecast 2022-2026

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LONDON, GREATER LONDON, UK, December 30, 2022 / — Avail a limited period discount of 33% on our uniquely designed Opportunities and Strategies market research reports. Contact us today and make winning strategies!

As per The Business Research Company’s “Robo Advisory Global Market Report 2022â€�, the robo advisory market is predicted to reach a value of $28.10 billion in 2022 at a compound annual growth rate (CAGR) of 50.20%. The Russia-Ukraine war disrupted the chances of global economic recovery from the COVID-19 pandemic, at least in the short term. The war between these two countries has led to economic sanctions on multiple countries, a surge in commodity prices, and supply chain disruptions, affecting many markets across the globe. The robo advisory global market is expected to reach $135.11 billion in 2026 at a CAGR of 48.08%. The growing digitalization in financial services is contributing to the growth of the robo advisory market.

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Key Trends In The Robo Advisory Market
Advancements in technology are significantly shaping the robo advisory global market. With the advancement of technology in areas such as advanced analytics, artificial intelligence, and natural language processing, the effectiveness of robo-advisory is expected to increase. This will enable robo-advisors to strengthen the value proposition and have a greater impact across the value chain. For instance, in November 2020, Unifimoney Inc., a US-based company operating in robo advisory, announced a partnership with Quantel AI Inc. to launch AI-based robo-investing products as part of the Unifimoney investing platform. These products will use Quantel’s proprietary AI engines to evaluate the risk profile and stated goals and advise on portfolio selection to meet the customer’s goals.

Overview Of The Robo Advisory Market
The robo advisory market consists of sales of robo advisory software and related services by entities (organizations, sole traders, and partnerships) that are engaged in providing financial advice in an online mode. Robo-advisors offer digital investment management services platforms with the help of automated, algorithm-driven financial planning services with very little to no human intervention. They use an online questionnaire to collect information from clients regarding their financial situation, degree of risk, and future goals, and then use the data to offer advice and automatically invest client assets.

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Robo Advisory Global Market Report 2022 from TBRC covers the following information:

Market Size Data
Forecast period: Historical and Future
By region: Asia-Pacific, China, Western Europe, Eastern Europe, North America, USA, South America, Middle East and Africa.
By countries: Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA.

Market Segmentation
By Service Type: Direct Plan-Based/Goal-Based, Comprehensive Wealth Advisory
By Provider: Fintech Robo Advisors, Banks, Traditional Wealth Managers, Others
By Business Model: Pure Robo Advisors, Hybrid Robo Advisors
By End User: Healthcare, Education, Retail, Others
By Geography: The robo advisory global market is segmented into North America, South America, Asia-Pacific, Eastern Europe, Western Europe, Middle East and Africa. Among these regions, North America holds the largest share in the market.

Major market players such as Betterment LLC, Charles Schwab & Co. Inc., Wealthfront Corporation, Personal Capital Corporation, Bambu, Blooom Inc., Ellevest, FutureAdvisor, Nutmeg Saving and Investment Limited, SigFig Wealth Management, The Vanguard Group Inc., SoFi Wealth

Trends, Opportunities, Strategies And So Much More.

Robo Advisory Global Market Report 2022 is one of The Business Research Company’s comprehensive reports that provides in-depth robo advisory market research. The market report analyzes robo advisory market size, robo advisory market growth drivers, robo advisory market segments, robo advisory market major players, robo advisory market growth across geographies, and robo advisory market competitors’ revenues and market positioning. The robo advisory global market report enables you to gain insights on opportunities and strategies, as well as identify countries and segments with the highest growth potential.

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