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Archives for March 2022

Charles Schwab is owed $968K under financial advisor’s fraud sentence

March 31, 2022 by cbn Leave a Comment

Charles Schwab is owed $968K under financial advisor’s fraud sentence

Filed Under: Financial Planning

My scariest QuickBooks cleanup horror stories

March 31, 2022 by cbn Leave a Comment

My scariest QuickBooks cleanup horror stories

After doing hundreds of of cleanups, I have seen it all. I’ve seen undeposited funds, uncategorized income, uncategorized expenses, unapplied income and expenses, reconciliation discrepancies, comingling. And the list goes on. Over the course of all these cleanup situations, I have come across some that defy all of our expectations for a “normal” cleanup. Today, […]

Filed Under: Bookkeeping Tagged With: Bookkeeping biz, Bookkeeping Business, bookkeeping mistakes, QBO Cleanup

How Much Does it Cost to Start a Business? Putting Together Your Estimate 

March 31, 2022 by cbn Leave a Comment

How Much Does it Cost to Start a Business? Putting Together Your Estimate 

The average cost to start a business is less than $10,000. But, every business is different. So if you have a million-dollar business idea, you probably want to know what it’s going to cost you. How much does it cost to start a business, exactly? Although there’s no neat little price tag on your entrepreneurial […]

Filed Under: Accounting, Accounting Software

WH Ireland hunts for new chairman

March 31, 2022 by cbn Leave a Comment

WH Ireland hunts for new chairman

Wealth manager is hunting for a new chairman following the decision of current chair Philip Shelley to retire and focus on other business ventures with effect from 25 April.  In the interim non-executive director Simon Lough will become acting chairman, subject to FCA approval, with immediate effect. Mr Shelley told the board that after nearly […]

Filed Under: Financial Planning

Curtis Banks hit by 2,500 fall in SIPP numbers

March 31, 2022 by cbn Leave a Comment

Curtis Banks hit by 2,500 fall in SIPP numbers

SIPP provider Curtis Banks has reported a modest 4.7% rise in pre-tax profits to £14m as SIPP numbers fell year on year by 2,544. The number of SIPPs run or administered by the firm fell from 82,224 in 2020 to 79,679 in 2021 despite the firm making two acquisitions in 2020. The firm blamed a […]

Filed Under: Financial Planning

Canadian bank RBC bids to buy Brewin Dolphin for £1.6bn

March 31, 2022 by cbn Leave a Comment

Canadian bank RBC bids to buy Brewin Dolphin for £1.6bn

Royal Bank of Canada (RBC) has launched a recommended bid to acquire major UK wealth manager and Financial Planner Brewin Dolphin for £1.6bn. The deal, one of the largest seen in the UK wealth management sector, is subject to Brewin Dolphin shareholder approval and regulatory approval. The deal is being recommended by Brewin Dolphin’s board. […]

Filed Under: Financial Planning

Federal Budget 2022: What it means for you

March 31, 2022 by cbn Leave a Comment

Federal Budget 2022: What it means for you

  Treasurer Josh Frydenberg has released the 2022 Federal Budget ahead of a Federal election in a few months. This article has a summary of the “Winners and Losers” of the Budget and we’ve compiled a recap of the key points below. Get in touch with us if you have any questions. A Quick Overview […]

Filed Under: Bookkeeping

2 crypto education companies merge to boost digital asset literacy for advisors

March 30, 2022 by cbn Leave a Comment

2 crypto education companies merge to boost digital asset literacy for advisors

Filed Under: Financial Planning

North West Planner makes first acquisition  

March 30, 2022 by cbn Leave a Comment

North West Planner makes first acquisition  

North West Financial Planning firm Foresight Wealth Strategists has made its first acquisition with the purchase of Bury-based Independent Financial Adviser Platinum Socially Responsible Investments for an undisclosed sum.  Platinum SRI was founded in 2007 and specialises in socially responsible and ethical investments. The deal will add £35m in assets under management to Foresight plus […]

Filed Under: Financial Planning

North West Planner makes first acquisition  

March 30, 2022 by cbn Leave a Comment

North West Planner makes first acquisition  

North West Financial Planning firm Foresight Wealth Strategists has made its first acquisition with the purchase of Bury-based Independent Financial Adviser Platinum Socially Responsible Investments for an undisclosed sum.  Platinum SRI was founded in 2007 and specialises in socially responsible and ethical investments. The deal will add £35m in assets under management to Foresight plus […]

Filed Under: Financial Planning

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