The majority of Financial Planners expect some degree of remote working to continue over the next 12 months, according to our annual survey. Technology has been a saviour for many Financial Planning and Paraplanning firms and it’s clear from responses to our survey that remote working is here to stay – although its use may […]
Archives for July 2021
Financial Planners return to client meetings
Over two thirds (68%) of Financial Planners have resumed fact to face meetings with clients, according to a new survey. Two thirds (66%) of Financial Planners have returned to the office, according to the survey commissioned by insurance provider Zurich. An additional 20% of Financial Planners said they are planning on meeting clients face to […]
Jupiter AUM hits record high despite rise in outflows
Assets under management for fund manager Jupiter Fund Management hit a record £60.3m, despite an increase in net outflows to £2.3bn (H1 2020: £2bn outflows). The outflows were overpowered by the strong gross inflows of £9.6bn. Underlying profit before tax increased 38% to £78.2bn (H1 2020: £56.6m). This represents underlying earnings per share of 11.5p […]
Accounting, Online AS – NEC News & Events
Accounting, Online AS If you’re fascinated by numbers, a degree in accounting may be right for you. Accounting focuses on the day-to-day operations of an organization’s finances: preparing financial records, making sure the books balance, and adhering to any tax regulations.
Tips for taking on a massive Undeposited Funds cleanup in QBO
If you’re looking for the best tips for taking on a massive undeposited funds cleanup in QuickBooks Online, this is the blog post for you. You may have recently taken on a QBO cleanup client and noticed that they have hundreds of old transactions in undeposited funds. Before you attempt to clean it up, let’s […]
Israel to give Pfizer Covid booster shots to people over 60 as efficacy appears to wane
A man receives his third dose of COVID19 vaccine at Sheba Medical Center on July 14, 2021 in Ramat Gan, Israel. Amir Levy | Getty Images Israeli health officials plan to offer booster shots of the Pfizer–BioNTech Covid-19 vaccine to people over age 60 as the shot’s effectiveness appears to wane as the delta variant […]
T. Rowe Price names company insider to replace retiring CEO Stromberg
T. Rowe Price Group, one of the world’s largest fund managers with $1.62 trillion in assets, replaced its chief executive officer after just five years and named a company insider to take over the post. President Rob Sharps will succeed Bill Stromberg, who plans to retire Dec. 31 after 35 years at the company, according […]
Risk-taking is critical for women in accounting: Engage – Accounting Today
Drawn in by an ad for SAP consultants that read, “Astronauts wanted,” Melanie Kanaka left her comfortable job in accounting at a major conglomerate in Sri Lanka — and almost immediately began questioning the decision. SAP’s ERP software was new to her and the training was grueling. “I was thinking, ‘Did I make a mistake?’” […]
“Do I Need to Open a Business Bank Account?” (Asks Business Owners Everywhere)
So, you’ve started your dream venture (cue the applause and the confetti cannons!). But now, it’s time to get your registrations out of the way. You might be wondering: Do I need to open a business bank account? Well, wonder no more. We’ve got the scoop below. Do I need to open a business bank […]
How to Maximize Profitability Outsourcing Your Books
What we are going to look at today is how to maximize profitability by outsourcing bookkeeping. Profitability is more than just revenue minus expenses. It can be difficult to see how spending money ultimately creates more value and wealth in a business, but we’ll break down how it saves time, increases overall revenue, and can […]