A potential fraud issue exists because the IRS does not know the location of microfilm cartridges holding millions of business and individual tax records, a new TIGTA report shows.
Archives for 2023
Accounting software vendors seek to bolster products with AI – Accounting Today
Accounting software vendors seek to bolster products with AI Accounting Today
Tell us your ‘pain points’, says Origo
Origo chief executive Anthony Rafferty has urged Financial Planners and other industry professionals to tell the fintech about their problems so the business can work on ways to help. “Tell us your pain points and we’ll develop new solutions,” he said. Talking at a recent Origo industry event, he said he wants to “empower the […]
Altmann suggests alternative ways to save pension costs
Former Pensions Minister Baroness Altmann has called on policymakers to look at other ways to solve rising state pension costs than raising the starting age, cutting the amount or more means-testing. She suggested increasing the number of qualifying years would be a better solution, or switching the triple lock to a double lock. Baroness Altmann […]
Meet the 3 women who won FPA’s 2023 Diversity Scholarship
Here’s how these three women are advancing financial planning in their communities.
Kitces & Carl Ep 118: (Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients
Financial advisors who have established and successfully built up their advisory firms over several years can often go through many stages of firm development, requiring them to hire staff and additional advisors to manage their growing clientele. When a firm becomes large enough, though, the firm owner may be compelled to consider stepping away from […]
How financial advisors can work from abroad: two tales
Two advisors from the RIA space shared why they took a risk and moved abroad — and what they learned from it.
Future C-suite leaders banking on continued hybrid work model
In a survey of manager-level professionals at financial services institutions, 66% said they likely would leave their current roles if required to return fully to the office. At the same time, the large majority see value in some in-office work hours.
Turn industrial data into your competitive superpower
Industrial companies are facing formidable hurdles, both in meeting their operational objectives, and in understanding the vast volumes of data available to them to decide how best they can achieve those goals. For example, 38% of European capital-intensive companies, highlighted in recent research commissioned by AspenTech, say they are balancing global demand for resources with […]
Only 1 in 3 advisers develop relationship with next generation
Only one in three financial advisers have discussed intergenerational wealth plans with their main client’s children, according to a new report. Whilst most (96%) of advisers said intergenerational planning is important to their business, just 62% have an intergenerational business strategy, according to a new report from HSBC Life. Just 30% of advisers surveyed had […]