Advisers opened and filled ISA accounts to max out annual allowances in a single transaction in March due to the impact of volatility gripping markets in the first quarter of this year, according to a new report. Over a quarter (27%) of new stocks and share ISA deposits on the abrdn Wrap in the final […]
Archives for 2022
Ameriprise annuity affiliate to pay $5M over first SEC case of its kind
How Merrill plans to get to 100% team-based practices by 2030
The biggest pricing mistakes I have made in my bookkeeping business
Are you struggling with pricing your bookkeeping services? Pricing is not easy, and in fact, it can evoke a lot of negative emotions, including fear and anxiety. It was certainly one of the areas that I struggled with the most while growing my virtual bookkeeping business. Although it was tough at times, I learned so […]
For Simple Bookkeeping, Consider Going With the Cash Method
Forty percent of small business owners agree that bookkeeping (the process of recording transactions) and taxes are the worst part of the job. Although it might be taxing (no pun intended!), bookkeeping is a key part of business. But, that doesn’t mean you have to make things unnecessarily difficult. For simple bookkeeping, you may consider […]
7 Best Integration Apps for Property Management Companies
Property management is a complicated matter without the proper software. Many companies are looking to use QuickBooks Online and integrate it with a property management app. Most are looking for something that allows tracking of tenants, rents, invoicing landlords and repairs, training, financials, maintenance, and more. Finding a simple and seamless integration is frustrating. Still, […]
Rise in advisers bringing ESG into retirement planning
Four in ten (43%) financial advisers consider sustainable investments when building retirement portfolios, according to new research. The number of advisers considering ESG in retirement planning has risen from 33% the previous year, according to the research from Aegon. The number of advisers who considered sustainable investments only at the request of the client fell […]
How A Free Financial Plan Retains More Perceived Value Than An Average Priced One
Whether it is a free sample in the grocery store (where the store hopes the sample convinces the shopper to purchase the item), or ‘Freemium’ software (where the developer hopes that consumers using a more basic version of their software will lead them to purchase an enhanced version), consumers are used to being offered free […]
How A Free Financial Plan Retains More Perceived Value Than An Average Priced One
Whether it is a free sample in the grocery store (where the store hopes the sample convinces the shopper to purchase the item), or ‘Freemium’ software (where the developer hopes that consumers using a more basic version of their software will lead them to purchase an enhanced version), consumers are used to being offered free […]
Women start investing 3 years earlier than men
The average age of female investors when they start investing is 32 compared to 35 for men, according to a new report. The average age people start investing is 34, with 13% not beginning to invest until after turning 50, according to new research from Janus Henderson Investment Trusts. Feeling financially stable and having the […]