University of Dayton alumna Lauren Barhorst earned a prestigious national award for her exceptional performance on the CPA examination — placing her in the top 0.1% of people who sat for the test last year. Passing the exam alone is an impressive achievement, says Mike Decker, vice president of examinations for the American Institute of […]
Archives for 2021
Biden to deliver big voting rights speech next week in Philadelphia
U.S. President Joe Biden delivers remarks at the White House at a celebration of Independence Day in Washington, U.S., July 4, 2021. Evelyn Hockstein | Reuters President Joe Biden next Tuesday will travel to Philadelphia to deliver an address about the actions his administration is taking to “protect the sacred constitutional right to vote,” a […]
Making Heads and Tails of Small Business Bankruptcy
Facing large amounts of debt caused by a failing business is overwhelming. If your small business is going under, you need to start looking at your options. You could end up losing your savings, vehicle, and home if your company falls too deep into debt. Bankruptcy for small business owners can protect you from losing […]
Ultra High Net Worth
Welcome to the sixth episode of The Compound & Friends, a new podcast from your favorite financial and investing commentators. This week, Michael Batnick, Jason Snipe of Odyssey Capital Advisors and Downtown Josh Brown discuss: ►Retail Investors Power the World ►Dissatisfied advisors ►Biggest takeaways from the CapGemini Ultra High Net Worth survey ►Under-rated & under-followed […]
7.6m Britons hit by pension scam attempts
Pension scammers have attempted to con 14% of the UK adult population, equivalent to 7.6m adults, a new study has found. Millions say they have received unsolicited emails, texts and calls from people encouraging them to transfer or release money from their pension. The survey for LV= found that only a third of people (32%) […]
Over-50s’ pension dreams damaged by pandemic
Over half of over-50s fear they will run out of money in retirement due to the impact of the pandemic on their income and their ability to save, a new survey has revealed. In a sign that the pension dream has faded for many older workers during the pandemic, the survey by Scottish Widows also found […]
Ex-Pensions Minister warns against quick axe for Triple Lock
Ex-Pensions Minister Baroness Ros Altmann has warned the government against abandoning the State Pension Triple Lock despite a potential 8% rise on the way. She wants to see a more fundamental review of the State Pension and not a one-off dropping of the Triple Lock. There are concerns that the government may scrap the Triple […]
The importance of a CRM
A customer relationship management solution, or CRM, should be taking pride of place as the control panel of your business. A CRM is the brains of your business. It helps you service your current clients better, helps you make more sales, and gives you insights into correcting your service and/or product prices. But are you […]
LPL Financial advisor arrested, charged in fatal hit-and-run
A financial advisor registered with LPL Financial has been arrested and accused of fatally striking a pedestrian and then fleeing the scene on foot, leaving his wife, also injured, and the victim behind. The advisor, Timothy Hamano, 64, of Piedmont, California, has been charged with two counts of a felony hit-and-run involving injury or death […]
Quality management proposal provides opportunity to consider risks
The evolving, risk-based approach to audit firm quality management is consistent with a trend that has become well established in the accounting profession. Over the past 15 years or so, leaders of the profession have increasingly understood and embraced the effectiveness of using a risk-based approach in their work. Auditing standards require engagements to be […]