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Archives for May 2021

Sovereign Gold Bond Returns ★ How much you can expect?

May 31, 2021 by cbn Leave a Comment

Sovereign Gold Bond Returns ★ How much you can expect?

Sovereign Gold Bond has been quite popular investment from its launch. One question I often get asked about sovereign gold bond returns. As with most investments, the answer depends on when you invested, your holding period among other things. The post covers the topic in details. Sovereign Gold Bond Returns – Issues till Date The […]

Filed Under: Accounting

Why (Virtual) Experiential Learning Is The Future Of Financial Planner Training

May 31, 2021 by cbn Leave a Comment

Why (Virtual) Experiential Learning Is The Future Of Financial Planner Training

Executive Summary As the total number of CFP certificants crosses 90,000 – nearly 1/3rd of all financial advisors – and the number of undergraduate and graduate school CFP Board registered programs continues to grow, the pathway of a college degree plus CFP certification is increasingly becoming the way new financial planners learn how to do […]

Filed Under: Accounting Software

Key challenges in data privacy management for enterprises from 2021-23

May 31, 2021 by cbn Leave a Comment

Key challenges in data privacy management for enterprises from 2021-23

The ubiquity of data has the world community of privacy and security professionals in splits. While one side considers it as a boon for the digital world we all dream about, others consider it as an invitation to unimaginable risks. Consequently, digital product owners have a tough road to trek with generating enough data for […]

Filed Under: Uncategorized

Reasons Profitable Businesses Have Little Money in the Bank

May 30, 2021 by cbn Leave a Comment

Reasons Profitable Businesses Have Little Money in the Bank

  Some small business owners find themselves in the difficult position of running a business that appears to be profitable, but still having no money in the bank. It’s an important situation to address. After all, a lack of adequate cash flow is one of the main causes of small business failure. Here are three reasons […]

Filed Under: Bookkeeping

Childcare For Your Empoloyees: It Matters More Now Than Ever

May 30, 2021 by cbn Leave a Comment

Childcare For Your Empoloyees: It Matters More Now Than Ever

The pandemic forced employers of all sizes to reconsider the importance of employees having childcare support. The double whammy of working parents and kids stuck at home decimated presumptions about manageable accommodations. Burnout is still taking its toll as we emerge from the crisis. The good news is, even small businesses can support their caregiving […]

Filed Under: Bookkeeping

Here’s the firepower the Pentagon is asking for in its $715 billion budget

May 28, 2021 by cbn Leave a Comment

Here’s the firepower the Pentagon is asking for in its $715 billion budget

An F/A-18 Hornet aircraft sits on the flight line as a wall of fire detonates behind it during an air show at Marine Corps Air Station Miramar, Calif., Oct. 3, 2010. Lance Cpl. Jamean Berry | US Marine Corps WASHINGTON — The Defense Department is asking Congress for $715 billion in its fiscal 2022 budget, […]

Filed Under: Bookkeeping

Virgin Galactic Sued by Investor Over SPAC’s Accounting Issues – Yahoo Finance

May 28, 2021 by cbn Leave a Comment

Virgin Galactic Sued by Investor Over SPAC’s Accounting Issues – Yahoo Finance

TipRanks Billionaire George Soros Picks Up These 3 “Strong Buy” Stocks Some investors achieve legendary status, rising far above their peers on a combination of luck and success. Perhaps no one exemplifies this more than George Soros, the Holocaust survivor who, after the war, earned a doctorate from the London School of Economics and went […]

Filed Under: Accounting

President’s budget contains many tax proposals

May 28, 2021 by cbn Leave a Comment

President’s budget contains many tax proposals

President Joe Biden’s administration unveiled its proposed budget for fiscal year 2022 on Friday. Treasury says the $6 trillion proposed budget focuses on infrastructure, clean energy, and research and development, and among its many provisions are a host of proposed tax changes affecting individuals and corporations. One set of tax and revenue proposals, named the […]

Filed Under: Accounting

Weekend Reading for Financial Planners (May 29-30)

May 28, 2021 by cbn Leave a Comment

Weekend Reading for Financial Planners (May 29-30)

Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the big industry headline that Bank of America is banning new Merrill Lynch advisors from cold-calling, in what many are calling the “end of an era” of how financial advisors are recruited into the business, as the company […]

Filed Under: Accounting Software

What you missed in wealth management: May 24-28

May 28, 2021 by cbn Leave a Comment

What you missed in wealth management: May 24-28

Raymond James launched new software to generate client proposals; the week in career moves and M&A at LPL, Kestra, Dynasty, BNY Mellon Wealth Management, Baird and Janney Montgomery Scott; and Adasina Social Capital’s social justice ETF hits $50 million in its first six months. Here’s what happened in wealth management this week.

Filed Under: Financial Planning

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