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Archives for November 2021

Business Update – 1 December 2021

November 30, 2021 by cbn Leave a Comment

Business Update – 1 December 2021

Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. International Border Reopening for Skilled Workers and Students Delayed Plans to reopen international borders to skilled workers and students have been halted due to concerns over the COVID-19 Omicron variant. The 1 December opening […]

Filed Under: Bookkeeping

SBA Disaster Assistance: Low-interest Loans to Help Get You Back to Business

November 30, 2021 by cbn Leave a Comment

SBA Disaster Assistance: Low-interest Loans to Help Get You Back to Business

If a disaster impacts your business, you might need to make repairs or temporarily shut down. For some, the expenses associated with disaster recovery cause negative cash flow or even small business bankruptcy. SBA disaster assistance can provide you with the funding you need to protect and continue running your business. There are a few […]

Filed Under: Accounting, Accounting Software

#FA Success Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition, With Beth Jones

November 30, 2021 by cbn Leave a Comment

#FA Success Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition, With Beth Jones

Welcome back to the 257th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Beth Jones. Beth is the co-founder of Third Eye Associates, an independent RIA in the Hudson Valley of New York that oversees $125M of assets under advisement for nearly 200 client households. What’s unique about Beth, though, […]

Filed Under: Accounting Software

#FA Success Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition, With Beth Jones

November 30, 2021 by cbn Leave a Comment

#FA Success Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition, With Beth Jones

Welcome back to the 257th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Beth Jones. Beth is the co-founder of Third Eye Associates, an independent RIA in the Hudson Valley of New York that oversees $125M of assets under advisement for nearly 200 client households. What’s unique about Beth, though, […]

Filed Under: Accounting Software

British Steel Pension Scheme claims to FSCS top 1,000

November 30, 2021 by cbn Leave a Comment

British Steel Pension Scheme claims to FSCS top 1,000

The Financial Services Compensation Scheme reported today that it has so far received 1,018 claims from former members of the British Steel Pension Scheme (BSPS). The total paid so far in compensation by the FSCS has now topped £30m with many more claims likely. The FSCS has also reported that a further five firms have […]

Filed Under: Financial Planning

British Steel Pension Scheme claims to FSCS top 1,000

November 30, 2021 by cbn Leave a Comment

British Steel Pension Scheme claims to FSCS top 1,000

The Financial Services Compensation Scheme reported today that it has so far received 1,018 claims from former members of the British Steel Pension Scheme (BSPS). The total paid so far in compensation by the FSCS has now topped £30m with many more claims likely. The FSCS has also reported that a further five firms have […]

Filed Under: Financial Planning

Edward Jones loses over 400 advisors but reels in higher profit

November 29, 2021 by cbn Leave a Comment

Edward Jones loses over 400 advisors but reels in higher profit

Filed Under: Financial Planning

FCA to cap CMC fees at £10,000

November 29, 2021 by cbn Leave a Comment

FCA to cap CMC fees at £10,000

The FCA will cap fees for Claims Management Firms at £10,000 from 1 March, it confirmed today. A fee of £10,000 can be charged where compensation of £50,000 or more has been won by a CMC. Fees are are also capped at lower compensation awards with a fee cap of £420 for compensation won of […]

Filed Under: Financial Planning

How To Choose The Best CFP Exam Review Program (For You)

November 29, 2021 by cbn Leave a Comment

How To Choose The Best CFP Exam Review Program (For You)

The Certified Financial Planner (CFP) designation is one of the most respected credentials for financial advisors and the process to earn it is rigorous. Candidates must fulfill education, experience, and ethics requirements, in addition to passing the comprehensive CFP Exam, a 170-question, multiple-choice test taken across two 3-hour sessions in one day. Material on the […]

Filed Under: Accounting Software

Weekend Reading for Financial Planners (Nov 27-28)

November 26, 2021 by cbn Leave a Comment

Weekend Reading for Financial Planners (Nov 27-28)

Enjoy the current installment of “Weekend Reading for Financial Planners” – this week’s edition kicks off with a breakdown of how the Build Back Better Act is likely to change now that it has passed the House but is just now heading to the Senate for a fresh round of debates – including, most notably […]

Filed Under: Accounting Software

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Recent Posts

  • CFP Board seeks to unleash the beauty of planning careers
  • Weekend Reading For Financial Planners (Jan 28-29)
  • Editor’s Comment: Rise in firm failures must stop
  • Pension tax reform needed to meet Hunt’s plan
  • Raymond James’ recent advisor hiring slows, but ‘very large teams’ soon to join

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