One of the largest independent broker-dealers is diving into rival-infested waters to compete for breakaway advisors, armed with a new specialty suite of services. Commonwealth Financial Network launched its Business Consulting Services unit on Jan. 20 with an eye toward attracting 15 to 20 ex-employee teams this year, says Matt Chisholm, senior vice president of […]
Archives for 2021
You’ve Collected it … Now What? How to Pay Sales Tax for Small Business
You know that little line at the bottom of your receipts and invoices that says Sales Tax? As a business owner, it’s not your responsibility to pay it out of pocket. But it is your responsibility to collect and remit sales tax. If you don’t know how to pay sales tax for small business to […]
Economic confidence fragile for accountants during global pandemic – Accounting Today
Accountants around the world are seeing the prospects for swift economic recovery slipping away amid a resurgence in COVID-19. The latest edition of the quarterly Global Economic Conditions Survey from the Association of Chartered Certified Accountants and the Institute of Management Accountants found that confidence fell in North America in the fourth quarter of 2020, […]
Diverse talent leaving accounting jobs due to ‘lack of inclusion’ – Accounting Today
Diverse talent is leaving accounting positions due to a “lack of inclusion,” especially at the senior level, according to a panel of diversity experts in a recent virtual conference hosted by the Institute of Management Accountants. The session, “Diversity, Equity, and Inclusion in U.S. Finance & Accounting,” acted as a precursor to a report from […]
Viking
American males in the most affluent counties across this country have a life expectancy of 80.5 years. Their female counterparts have a life expectancy of 84.9 years. Assuming a retirement or at least a slowing down sometime in our mid 60’s, this could mean a multi-decade period during which we are living off of our […]
#FASuccess Ep 213: A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty, With Dave Yeske
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TikTok Flaw Lay Bare Phone Numbers, User IDs For Phishing Attacks
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Best Direct Mutual Funds for Investment in 2021
Direct Mutual Funds – Mutual Funds companies offer two types of schemes direct mutual funds and regular mutual funds. Regular funds are funds where purchases take place by keeping agents in between. Agent charges commission on the invested amount. Direct mutual funds are funds where investment is allowed directly without any intervention of agents or […]
2.28M MeetMindful Daters Compromised in Data Breach
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Loon is popped by sharp truths: Balloons won’t be ‘Connecting people everywhere’
(A Week in IoT) – When the news came on Friday that Loon’s journey is coming to an end it was a disappointment if, like me, you’re an admirer of flights of scientific and engineering ambition that combine business opportunity and social benefit. To be fair though, the news did not come as a shock, says […]