Brunel Wealth has acquired Bristol-based investment and pensions adviser Academy Associates for an undisclosed sum. Academy Associates principal Tom Jones has joined Brunel Wealth and will continue servicing his existing clients in the usual way. The firm brings £70m in funds under management to Brunel. The acquisition of Academy Associates comes less than a year […]
Archives for 2021
Maximizing 2021 Recovery Rebate Checks: Strategies To Manage Income And Deductions
Executive Summary One of the centerpieces of the $1.9 trillion American Rescue Plan Act recently signed by President Joe Biden was the establishment of a third round of coronavirus-related stimulus checks, officially a tax credit known as the 2021 ‘Recovery Rebates’. The maximum potential amount of an individual’s 2021 Recovery Rebate is equal to $1,400 […]
Maximizing 2021 Recovery Rebate Checks: Strategies To Manage Income And Deductions
Executive Summary One of the centerpieces of the $1.9 trillion American Rescue Plan Act recently signed by President Joe Biden was the establishment of a third round of coronavirus-related stimulus checks, officially a tax credit known as the 2021 ‘Recovery Rebates’. The maximum potential amount of an individual’s 2021 Recovery Rebate is equal to $1,400 […]
Former HHS official applauds ‘data-driven’ easing of CDC mask guidance
Former Health and Human Services official Dr. Mario Ramirez cheered President Joe Biden‘s support of the Centers for Disease Control and Prevention’s masking updates on Tuesday. “I think the president made the right point today, which is that guidance today is not about politics, it’s a data-driven recommendation that is based on how we see […]
UBS stems cuts in US advisors — barely — amid record profits and huge Archegos hit
UBS saw a small uptick in the number of new U.S. advisors for the first time in years and blockbuster profits, even as it took a massive hit from the Archegos drama and plans job cuts. The Swiss bank’s Wealth Management Americas unit, which focuses on the U.S., said Tuesday that it had 6,335 financial […]
Reasons Why You Should Stop Doing your Own Payroll
At face value, it seems like a great idea. If you’re a small business owner with just a few employees, you probably think that hiring a payroll specialist is an expense that you can avoid. You feel that you can handle it yourself. You have the best intentions to keep your team paid right […]
“Stock Market Bubble” Searches Explode
[embedded content] 5:30pm ET LIVE premiere today – Subscribe for the alert! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Tax Hikes vs Stocks – Could the Biden tax proposal derail the […]
U.S. companies went right back to heavy use of nonstandard accounting metrics during the pandemic – MarketWatch
U.S. companies turned to an old habit during the 2020 pandemic, according to a recent report from financial data provider Calcbench. Just a few years after a Securities and Exchange Commission crackdown on the overuse of nonstandard accounting metrics, companies in the S&P 500 resumed the practice in droves, the report found. Calcbench took a […]
SBA sets opening dates for Restaurant Revitalization Fund
The U.S. Small Business Administration has unveiled opening dates for the much-anticipated Restaurant Revitalization Fund (RRF). Registration for the $28.6 billion program will open at 9 a.m. ET on April 30, with the doors opening for application submissions starting at noon ET on May 3. In preparation for the May 3 opening of the application […]
Resilience lessons for women accountants
Women made up 59.7% of all accountants and auditors and 52.6% of financial managers in the United States in 2020, according to the U.S. Department of Labor’s Bureau of Labor Statistics. This kind of trail blazing requires resilience. Three accomplished women shared their experiences and trials in a recent webinar titled “Forging the Path: Women […]