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Archives for 2021
How to Calculate Total Revenue in Accounting Like a Boss
Keeping an eye on your business’s finances is oh-so-important if you want your company to thrive and grow. This includes monitoring your financial statements and calculating financial figures, such as total revenue. Get the lowdown on how to calculate total revenue and ways to use it to benefit your business. What is total revenue? Total […]
The Butterfly Effect
Welcome to the eighth episode of The Compound & Friends, a new podcast from your favorite financial and investing commentators. This week, Michael Batnick, Packy McCormick, and Downtown Josh Brown discuss: ►What Packy learned launching a venture capital fund ►Pre-IPO shares are going to be a big thing ►Is China Tech becoming uninvestable? ►Work calendars […]
Rebalancing the ‘purpose portfolio’
Like many of my colleagues, I came out of a large wirehouse environment. And I suspect, like many of you, I left that environment because I could not reconcile my need to do what was best for the client with the firm’s emphasis on product- and commission-driven transactions that may have met the suitability standard […]
Editor’s Column: Retirement woes far from inevitable
It is no surprise that the pandemic has nudged, encouraged and, to be fair, forced quite a few people to rethink their retirement plans. As we reported this week on Financial Planning Today, according to a recent survey one in three UK homeowners over 40 (those not yet retired) are now planning to work beyond […]
2 new recruits joins Planner wellbeing initiative
The Initiative for Financial Wellbeing, a non-profit membership organisation set up by Financial Planning firm entrepreneur Chris Budd, has been joined by two new recruits. The IFW, which has 272 members, says the new colleagues will help broaden awareness of financial wellbeing in the adviser community and wider afield. The body aims to help Financial Planners, advisers and coaches […]
Shareholders back £40m Tavistock Wealth sale
Shareholders in wealth manager and Financial Planner Tavistock Investments have voted at a general meeting in favour of selling the firm’s multi-asset arm, Tavistock Wealth Limited, to Titan Wealth Holdings for £40m plus an earn-out. Tavistock Investments reported today that 56.33% of shareholders (342.4m shares) supported the sale with only 30 shares cast agains the deal […]
Want to know how to never have to fill in an expense claim ever again?
DiviPay and First Class Accounts partner on a mission to rid business owners of the punishing process of getting corporate credit cards and paper-based expense approval. We’ve heard of stories where it took a bank so long to set up customers on corporate cards, it was easier for the company to photocopy that card and […]
FBI: Cybercriminals Eyeing Broadcast Disruption at Tokyo Olympics
The administrator of your personal data will be Threatpost, Inc., 500 Unicorn Park, Woburn, MA 01801. Detailed information on the processing of personal data can be found in the privacy policy. In addition, you will find them in the message confirming the subscription to the newsletter.
Industrial Networks Exposed Through Cloud-Based Operational Tech
The administrator of your personal data will be Threatpost, Inc., 500 Unicorn Park, Woburn, MA 01801. Detailed information on the processing of personal data can be found in the privacy policy. In addition, you will find them in the message confirming the subscription to the newsletter.