Archives for 2022
Business Update – 18 May 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Changes to company tax rates are in effect Companies, corporate earning trusts, and public trading trusts may be eligible for a reduced tax rate this season. Learn more about the changes and find […]
Business Update – 18 May 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Changes to company tax rates are in effect Companies, corporate earning trusts, and public trading trusts may be eligible for a reduced tax rate this season. Learn more about the changes and find […]
FSCS steps in as fifth credit union fails
The Rainbow Saver Anglia Credit Union Limited in Suffolk has been declared in default with the FSCS stepping in to protect 463 remaining members. It is the fifth credit union this year to go bust and the second this month. The credit union has stopped trading and is now in default. According to the Association of […]
The Gamification Of Monte Carlo: How To Incentivize Proactive (Not Reactive) Retirement Spending Goals
In recent years, Monte Carlo simulation has become a popular tool for financial advisors to motivate their clients to follow recommendations. By presenting a single probability-of-success percentage, Monte Carlo analyses give clients a simple, instantaneous metric on the state of their financial plan. And because many clients naturally like to challenge themselves to do better […]
Aviva claims top slot for adviser platform
Aviva has claimed that its adviser platform is now number one in the UK for net flows despite a 5% drop in platform net flows overall. In its Q1 trading update today, the company said that platform net flows overall had fallen from £1.531bn in Q1 2021 to £1.45bn in Q1 2022. The drop mirrors […]
Aussie fintech firm launches family-focused platform in the U.S.
Your Step-by-step Accounts Receivable Process Guide
When you extend credit to customers, you deal with something called accounts receivable. To ensure your company gets paid and your books are all up-to-date, you need to have a solid accounts receivable process in place. Here’s your step-by-step guide on accounts receivable processes and procedures to live by. Accounts receivable overview What are accounts […]
SJP drops two managers from Global Growth fund
St James’s Place (SJP) is to drop Select Equity and State Street Global Advisors from its Global Growth fund. The change in fund manager line-up comes as part of SJP’s reshuffle of its Global Growth and Emerging Market Equity funds. The changes will take effect from 25 July. SJP has come under fire from some […]
SJP drops two managers from Global Growth fund
St James’s Place (SJP) is to drop Select Equity and State Street Global Advisors from its Global Growth fund. The change in fund manager line-up comes as part of SJP’s reshuffle of its Global Growth and Emerging Market Equity funds. The changes will take effect from 25 July. SJP has come under fire from some […]