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Archives for 2022

IIC launches Consumer Duty assessment

August 12, 2022 by cbn Leave a Comment

IIC launches Consumer Duty assessment

Client insight firm Investor in Customers (IIC) has launched a new Consumer Duty assessment service. The company says it believes the service will help FCA regulated firms produce the data required by the FCA’s new requirements which were published in July. The solution is designed to meet the new Consumer Duty rules and also give insights into areas […]

Filed Under: Financial Planning

Hedge funds face SEC push to share more on their strategies

August 12, 2022 by cbn Leave a Comment

Hedge funds face SEC push to share more on their strategies

Filed Under: Financial Planning

Crunching the Numbers: Setting up an Accounting System

August 11, 2022 by cbn Leave a Comment

Crunching the Numbers: Setting up an Accounting System

Software is a popular type of accounting system you can use to streamline your bookkeeping process. Depending on the software you choose, you can save your time and money and focus on what matters—running your business. But first, you need to know about accounting software setup. Lucky for you, our guide makes setting up accounting […]

Filed Under: Accounting, Accounting Software

Kitces & Carl Ep 92: When Clients Want Certainty You Just Can’t Give Them

August 11, 2022 by cbn Leave a Comment

Kitces & Carl Ep 92: When Clients Want Certainty You Just Can’t Give Them

Many clients seek financial advisors for their expertise and their abilities to guide them through financial decisions. However, for some clients, the ambiguity that inevitably arises from uncertain outcomes can be very distressing, especially when it comes to investments during volatile times. While these clients may have general concerns about their financial future, their concerns […]

Filed Under: Accounting Software

M&G hit by £21bn asset drop but wealth flows rise

August 11, 2022 by cbn Leave a Comment

M&G hit by £21bn asset drop but wealth flows rise

Fund manager and wealth manager M&G has reported a £21.1bn drop in assets under management and administration to £348.9bn for the first half of 2022. The firm saw net client inflows (excluding Heritage) of £1.2bn. It said the drop in assets was mainly driven by adverse market movements and cautioned that ongoing economic uncertainty had […]

Filed Under: Financial Planning

Channelling abundant creativity into your business

August 11, 2022 by cbn Leave a Comment

Channelling abundant creativity into your business

“Stitchery & Co. has been around for five years. It started out as a small business, just me teaching sewing, and now it’s grown into something that is a creative hub for lots of people.” Possessing creativity in a business setting is a highly prized soft skill. Having the ability to create meaningful connections and […]

Filed Under: Accounting Software

Channelling abundant creativity into your business

August 11, 2022 by cbn Leave a Comment

Channelling abundant creativity into your business

“Stitchery & Co. has been around for five years. It started out as a small business, just me teaching sewing, and now it’s grown into something that is a creative hub for lots of people.” Possessing creativity in a business setting is a highly prized soft skill. Having the ability to create meaningful connections and […]

Filed Under: Accounting Software

What are NFTs (Non-Fungible Tokens)?

August 11, 2022 by cbn Leave a Comment

What are NFTs (Non-Fungible Tokens)?

You’ve probably heard that the hot new ticket in town is the hard to pin down ‘NFT’ or non fungible token. If you’re confused about what NFTs are and why you should care, you’re not alone. So, let’s shed some light on the blockchain’s newest spawn – the non-fungible token! Are they art? Are they […]

Filed Under: Accounting Software

$3M fraud scheme displays how states refer criminal cases to the feds

August 10, 2022 by cbn Leave a Comment

$3M fraud scheme displays how states refer criminal cases to the feds

Filed Under: Financial Planning

The problem with alternatives that fintech can’t solve alone

August 10, 2022 by cbn Leave a Comment

The problem with alternatives that fintech can’t solve alone

Filed Under: Financial Planning

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Recent Posts

  • IIC launches Consumer Duty assessment
  • Hedge funds face SEC push to share more on their strategies
  • Crunching the Numbers: Setting up an Accounting System
  • Kitces & Carl Ep 92: When Clients Want Certainty You Just Can’t Give Them
  • M&G hit by £21bn asset drop but wealth flows rise

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