Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the big industry news that Apex Clearing is going public via a SPAC and in the process will raise a massive $850M of cash to reinvest into its custody and clearing services, with a particular eye on pivoting […]
Archives for 2021
How to Save Income Tax in India?
Every salaried people are looking for tax saving option. No one like to pay hard earned money to the government. However, very few people do tax planning in the effective way. There are many tax saving options that helps you to save money. In this post, we will take a look at How to Save […]
A worldwide IoT network grid to harness the power of connectivity
Businesses are eager to leverage their network connection capabilities to gain market leadership. The potential rewards from leveraging wireless connectivity are endless, says Ankur Bhan, global head of Nokia’s Worldwide IoT Network Grid (WING). It enables real time collection, analysis and interpretation of data that could, if handled correctly, make every corner of a business or industry […]
No progress in accounting without a pandemic? – Accounting Today
Ask anyone in the know how the accounting profession has weathered the COVID-19 pandemic so far and you’ll hear, in tones that range from bemused to downright triumphant, that it’s done extraordinarily well — miraculously well, in fact. Firms managed to transition to remote work almost overnight. They cemented their status as essential interlocutors between […]
Editor’s Column: Face to face meetings should return
Should Financial Planning firms insist that staff are vaccinated before returning to face to face client meetings? It’s a question that many planners will be wrangling with but one firm has taken the lead. Lifetime Financial has already set out a policy this week that all its Financial Planners should be vaccinated before they return […]
The role of IoT in healthcare during Covid-19
The healthcare sector has been modernising at a fast pace over the years by utilising new technology in carrying out medical activities with increased accuracy. Despite the outbreak of Covid-19 which massively disrupted the day-to-day life of people across the globe, technology has been developing at a much faster pace to help the healthcare sector. […]
FinCalc integrates with Intelligent Office
Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo. Users of the two systems can now transfer their clients’ personal and financial information between the two systems without any rekeying of information. Reports can also be automatically uploaded into Intelligent Office from FinCalc. Advisers can […]
Biden isn’t going to make Saudis a ‘pariah’ despite Khashoggi, says foreign policy expert
Brookings Institute senior fellow Michael O’Hanlon told CNBC’s “The News with Shepard Smith” that President Joe Biden will not make Saudi Arabia “a pariah” because it would imply cutting off the economic and military relationship that the U.S. has with the Saudis. “The world economy still needs that Saudi oil even if we don’t need […]
Advisor to athletes and tech pros drops BD after launching RIA
A financial advisor who says his practice has expanded by more than $200 million in the past six years dropped his longtime broker-dealer after launching an RIA. Assets under management at Palash Islam’s Synergy Financial Group surged to $225 million this year from $21 million at the end of 2013, according to Islam, who onced […]
Automation to drive big shifts in corporate reporting
Leaders of finance functions across the globe expect a shift to a smarter and more automated operating model for corporate reporting, according to a new EY survey of more than 1,000 CFOs and financial controllers across 26 countries. For many organizations, a shift to a work-from-home environment as a result of the coronavirus pandemic has […]