Lifetime ISA (LISA) early withdrawal charges rose by more than 300% to £33m in the 2020/21 tax year, according to a Freedom of Information request. The figure compares a charge of only £10m in 2019/20. Wealth manager Quilter submitted a Freedom of Information request for data on LISA early access charges. The FOI revealed that […]
Archives for 2021
Creating Sustainable Growth And Happiness Through The Right Mindset And Habits
Executive Summary We’re all aspiring to grow into better advisors, with more clients, better niches, or bigger firms, but sometimes realizing that growth can be another challenge entirely. When we’re looking to grow, we may look to the most successful advisors, but feel that we can never truly emulate them due to a lack of […]
9% Piramal Capital & Housing Finance Ltd NCD ★ July’21 ★ Should you Invest?
Piramal Capital & Housing Finance, has come out with Piramal Capital & Housing Finance Ltd NCD (Tranche 1) offering 9% and opens for subscription from July 12, 2021. Piramal Capital & Housing Finance, incorporated in 2017 is a non deposit taking housing finance company and 100% subsidiary of the Piramal Enterprises. The company deals in […]
The Art of Responding to RFPs
Does your small business gain new customers through Requests for Proposals (RFPs)? Maybe you’re in the running to win new business or exploring more work with an existing client. Unfortunately, RFPs can be frustrating when they take away time from your other responsibilities. Rather than being frequently disappointed or burned out by responding to them, […]
Utilities present a catch-up trade opportunity with Biden’s $579 billion infrastructure bill in sight, CEO says
Utilities could be the underrated beneficiaries of a U.S. infrastructure overhaul, one CEO says. With Washington lawmakers working to make the Biden administration’s $579 billion infrastructure spending framework a reality, the year’s worst-performing sector could be in for a rebound, Reaves Asset Management CEO Jay Rhame told CNBC’s “ETF Edge” this week. Two major tailwinds […]
A New Era of Investing and Financial Advice
[embedded content] Thanks for listening to The Compound and Friends podcast. See you next Friday 🙂 The Compound channel on YouTube
Confirmed deaths in collapsed Florida condo building climb to 86
A member of Miami-Dade Fire Rescue hugs a victim’s relative at the “Surfside Wall of Hope & Memorial” near the site where a building collapsed in Surfside, Florida, north of Miami Beach on July 7, 2021. Chandan Khanna | AFP | Getty Images The number of confirmed deaths in the collapsed condominium building in Surfside, […]
Goldman Sachs keeps its wallet closed to politicians, parties
Goldman Sachs Group Inc. has yet to make a federal political contribution to candidates of any party in 2021, filings with the Federal Election Commission show. Although many of the companies that suspended donations from their political action committees in the wake of the Jan. 6 riot at the U.S. Capitol by supporters of former […]
How auto features make sense for plan participants and sponsors
Workplace retirement plans play a major role in helping Americans reach their retirement goals. Access to a retirement plan, though, is really just a starting point. The next step is nudging employees to save, save and save some more, particularly for employees who may have scaled back how much they were saving due to the […]
Weekend Reading for Financial Planners (July 10-11)
Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a controversial discussion of the CFP Board’s recent ramp-up of enforcement in the aftermath of the July 2019 Wall Street Journal expose about the organization promoting CFP certificants “in good standing” on the CFP Board’s website […]