Archives for May 2022
Business Update – 1 June 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. ASX carries momentum into a new week The local sharemarket started the week at a three-week high, coming off a rally from last week. Tech and payment firms were among the industries leading […]
The Top 18 Accounting Questions You Didn’t Know You Had [Answered]
![The Top 18 Accounting Questions You Didn’t Know You Had [Answered]](http://outsourcebookkeepingindia.com/wp-content/uploads/2022/05/the-top-18-accounting-questions-you-didnt-know-you-had-answered.jpg)
You don’t know what you don’t know. This phrase couldn’t be more true, especially when it comes to taking up your business’s accounting. After all, it’s a technical and complex subject. And when it comes to your responsibilities, you probably have a million accounting questions—even if you don’t know exactly what they are. Have questions […]
NHS pensioners hit record high in April
April saw a record number of pension benefits being awarded to NHS members, indicating a significant jump in those retiring. There were 8,902 NHS pensions awarded in April, a rise of 28% year-on-year. There has been a steady increase in the number of NHS members being awarded their pension benefits this year. January saw 4,698 […]
#FA Success Ep 283: Using Mergers And Integrations As A Pathway For Talent (Not Just Client) Acquisition, With Seth Streeter
Welcome back to the 283rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Seth Streeter. Seth is the founder and CIO of Mission Wealth, an independent RIA based in Santa Barbara, California that oversees nearly $5 billion in assets under management for over 2,000 client households. What’s unique about Seth, […]
What the wealthy can fear from a new IRS rule on $600 payments
Choosing The ‘Best’ Path To Meet The Experience Requirement For CFP Certification
Many aspiring and current financial advisors pursue the Certified Financial Planner (CFP) certification for its career-enhancing benefits and the credibility it provides to prospects and clients. Because the CFP mark demonstrates to consumers that an advisor has a baseline of competence and ethical behavior, obtaining CFP certification entails a rigorous process to help ensure that […]
Woodford investors left ‘in limbo’
Thousands of investors in the Woodford Equity Income fund have been left ‘in limbo’ three years after the fund was suspended. The fund was initially suspended on 3 June 2019, with the suspension originally due to be lifted in December 2019. At the time of its suspension the fund was valued at £3.5bn. This dropped […]
Weekend Reading For Financial Planners (May 28-29)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that an advisory firm owner has filed a lawsuit against his former employer (RIA giant Creative Planning), alleging that the firm coordinated with several of the largest RIA custodians to limit his access to their custodial […]
Weekend Reading For Financial Planners (May 28-29)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that an advisory firm owner has filed a lawsuit against his former employer (RIA giant Creative Planning), alleging that the firm coordinated with several of the largest RIA custodians to limit his access to their custodial […]