When it comes to pulling reports, establishing a business budget, and filing taxes, you need to know your company’s fiscal year. So, what does fiscal year mean, exactly? When does the fiscal year start? And, how long is a fiscal year? Read on to get the answers to these questions and more. What is a […]
Archives for 2022
Chase de Vere’s Kavanagh to retire to take up chair
Stephen Kavanagh is to retire as CEO of national IFA firm Chase de Vere and become the company’s new chairman. He will retire as CEO on 29 April. Mr Kavanagh has been CEO of Chase de Vere for 12 years and spent 25 years with the firm. He will be succeeded as CEO by Kathleen […]
FE DFM adds responsible investment reports
FE Investments, the investing arm of investment data and technology provider FE fundinfo, has added a range of responsible investment reports for its managed portfolio ranges. The reports include ESG reporting, data and insights. FE said they have launched the reporting to help Financial Planners explain the exposure risks associate with portfolios, funds and underlying […]
Ways to make your business more sustainable
Sustainability needs to be brought to the forefront of our thinking as a business community. Not only does sustainability and eco friendliness help protect our natural assets and future of our children, but it also often helps trim down on waste and save money. What steps can you take to make your business more sustainable? […]
SEC fines CMG for use of faulty backtested data in advertising
CFP Board report highlights best diversity and inclusion practices
Business Update – 16 February 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Booster Shots Now Required To Be Fully Vaccinated Australians will need to receive booster shots to be considered fully vaccinated against COVID-19, although authorities said foreign travellers will continue to need only two […]
The Four Types Of Direct Indexing And Technology Solutions For Advisors
First introduced in the 1970s, index funds have grown in popularity over time thanks to their ability to provide broad-based diversification at (typically) very low costs, making their benefits available to investors of any level of wealth. And while mutual funds and Exchange-Traded Funds (ETFs) have been the dominant way for investors to get index […]
Inflation hits 30-year high
Inflation rose to 5.5% in January, continuing its run of the country’s highest inflation rate in 30 years. UK Consumer Price Index (CPI) was 5.4% in December. It is at the highest level since records began in January 1997, according to the figures from the Office for National Statistics (ONS). Inflation is now outpacing wage […]
Inflation hits 30-year high
Inflation rose to 5.5% in January, continuing its run of the country’s highest inflation rate in 30 years. UK Consumer Price Index (CPI) was 5.4% in December. It is at the highest level since records began in January 1997, according to the figures from the Office for National Statistics (ONS). Inflation is now outpacing wage […]