The Personal Finance Society and parent body the Chartered Insurance Institute are asking Financial Planners and Paraplanners to help review apprenticeship standards. They are working with the Institute for Apprenticeships and Technical Education (IfATE) to find new members for a “trailblazer” group that will review the Financial Adviser and Paraplanner apprenticeship standards to ensure they […]
Archives for 2021
Prestwood launches free cashflow tool for consumers
Financial Planning software provider Prestwood has unveiled a consumer cashflow modelling tool. The company says the new tool is aimed at consumers who cannot afford Financial Planning or are not yet aware of the benefits it offers. The provider of Truth software to Financial Planners believes the new simplified cashflow tool – truthaboutmoney.co.uk (TAM) – will […]
Unique Financial Planning launches HNW division
Unique Financial Planning has launched a new wealth management arm in Surrey to target expansion in the HNW market. The launch of Unique Wealth follows the merger of Unique and part of Bright Blue Wealth (BBW), a Surrey-based wealth manager founded in 1999. Both businesses are part of the Openwork network. As part of the […]
Single audits: Deliver high quality in a challenging time
The release of the Office of Management and Budget’s (OMB’s) Compliance Supplement addendum for single audits right before Christmas gave practitioners long-awaited guidance for these specialized audits that are especially complicated because of the surge in government funding related to the coronavirus pandemic. But the release also created expectations for practitioners who perform single audits. […]
Tonight! EYL x The Compound Crossover LIVE at 7pm ET
Tonight at 7pm EST we’re doing a livestream event – the Earn Your Leisure / Market Mondays crew is coming on The Compound channel to answer personal finance and investing questions live. Ben Carlson and Michael Batnick, myself, Ian Dunlap, Rashad Bilal and Troy Millings can’t wait to see you guys there. Here’s the link […]
The best defense is a good offense…lately
Hypothetical scenario – you want to play all offense with your stock portfolio, i.e. own the hottest stocks with the most potential upside, but use the rest of your portfolio to play the strongest defense possible. Another way to phrase this would be a barbell portfolio on steroids. It would have worked over the last […]
GASB proposals would stretch meaning of accrual accounting – Accounting Today
Every year, for decades, the City of Chicago claimed to balance its budget as required by state law. Yet the City of Chicago still accumulated many billions of dollars of unfunded but real obligations, even as it “balanced its budget.” How? To the detriment of many state and local governments, budget decisions are being made […]
New mAadhaar App – Key Features Benefits
The latest maadhaar is recently released by UIDAI. The new maadhaar App provides 35 different services to the customer. You can download eAadhaar, update your aadhaar, locate the enrollment center, book an appointment at aadhaar using maadhaar App. This app also allows you to change demographic information. The new maadhaar app is extremely user friendly. […]
Virgin Galactic shares climb as FAA indicates next spaceflight test set for Saturday
Virgin Galactic pilots walk to the company’s SpaceShipTwo Unity spacecraft, attached to the jet carrier aircraft Eve. Virgin Galactic Shares of Virgin Galactic climbed as a notice from the Federal Aviation Administration indicated that the company’s next spaceflight test is on track to launch as early as Saturday. An FAA notice posted on Thursday said […]
How to Fill Out a 1099-NEC
Did you make payments to independent contractors during the year? If so, you must use Form 1099-NEC. For accurate reporting of contractor payments, learn how to fill out a 1099-NEC. First, a little background… Just when you thought you had filling out Form 1099-MISC down to a science, the revived 1099-NEC swoops in. Beginning with […]