Once you go into business for yourself, you’re obviously no longer receiving a stable salary from a business who employs you. No kidding, right? So, when all the dollars and cents flow though you alone, whether expenses or income, you have to deftly manage how to actually pay yourself properly. How this happens, and how […]
Archives for 2022
As Puerto Rico exits bankruptcy, UBS brokers rack up expungements
Your Bookkeeping Clean-up Checklist [for Squeaky Clean Books!]
Spring cleaning is a staple in households for a reason. Over time, things get pretty messy—especially when you’re busy. And in business, the same thing can happen to your accounting books. Do your books need tidying up? Use our bookkeeping clean-up checklist to get started. In this article, we’ll go over: Why bad bookkeeping is […]
Kitces & Carl Ep 83: When The Big Prospect Doesn’t Want Your Financial Plan
The core value proposition offered by many financial advisors is to serve and help clients solve their complex financial issues through financial planning. As an advisory firm grows, though, so too can the pressure to onboard more remunerative clients. These tensions can be heightened when a prospective high-net-worth client decides they don’t want comprehensive financial […]
Retail fund outflows accelerate to £2.5bn
Outflows from retail funds accelerated to £2.5bn in February, according to data published today by the Investment Association trade body. January saw £1.2bn of retail fund outflows. Fixed income funds saw outflows of £2.4bn as bond investors responded to rapidly rising inflation. North America was the best-selling Investment Association sector in February with inflows of […]
Retail fund outflows accelerate to £2.5bn
Outflows from retail funds accelerated to £2.5bn in February, according to data published today by the Investment Association trade body. January saw £1.2bn of retail fund outflows. Fixed income funds saw outflows of £2.4bn as bond investors responded to rapidly rising inflation. North America was the best-selling Investment Association sector in February with inflows of […]
CII launches Planner career booster service
The Chartered Insurance Institute has launched a career development platform for Financial Planners and insurance professionals. The platform can be accessed by CII members at no additional cost. It can be found within the learning section of the MyCII portal. The FutureMe platform offers interactive tools and career skills e-learning, including over 5,000 videos, 800 […]
CII launches Planner career booster service
The Chartered Insurance Institute has launched a career development platform for Financial Planners and insurance professionals. The platform can be accessed by CII members at no additional cost. It can be found within the learning section of the MyCII portal. The FutureMe platform offers interactive tools and career skills e-learning, including over 5,000 videos, 800 […]
Business Update – 6 April 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Central Bank Opens Its Door to Interest Rate Hike The central bank dropped its previous pledge to be “patient” on policy, signalling a step towards an eventual tightening. While the Reserve Bank of […]
TPR cuts back on usage of compliance notices
The Pensions Regulator issued 20,555 compliance notices between July and December 2021, well down on the 35,087 issues for the previous six months. It also issued thousands fewer fixed penalty notices – 17,284 – compared to the previous six month period (22,542) and fewer 6,988 escalating penalty notices (compared to 7,407). However, the regulator issued […]