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Archives for 2023
Why passive CRE keeps working for wealthy clients in choppy markets
Investors poured $700 billion into passive CRE last year — a trend that may continue even if a recession hits this year.
Weekend Reading For Financial Planners (June 24-25)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that amid a flurry of SEC-proposed rules for investment advisers, the Investment Adviser Association this week called on the regulator to assess whether the compliance burden these regulations would put on advisers outweighs the potential benefits […]
Editor’s Comment: Is a financial super regulator on the way?
There was an interesting, but mostly unreported, development this week on the regulatory front which may have significant repercussions for regulated firms. The FCA and the Serious Fraud Office have signed an important Memorandum of Co-operation which could mean much greater joint working in future. Of course, they have always co-operated on the more serious […]
QuickBooks Online Review 2023: Before You Buy
HL launches Global Corporate Bond Fund
Hargreaves Lansdown has launched a new fund – the HL Global Corporate Bond Fund – as part of its strategy to provide a wider range of portfolio ‘building blocks’ to clients. The Bristol-based investment provider says the yield on corporate bonds has increased over the last year, driving increased interest from clients. The fund will […]
Helping business-owner clients prepare for the ‘5 Ds’
Divorce, disagreement, disability, distress or death are the leading cause of unplanned exits, depleting an entrepreneur of their hard-earned wealth.
EOFY is coming up. Know the lodgment dates for the financial year ahead
Here we go again, it’s coming up to tax time. As you’re likely aware, each financial year runs between 1 July – 30 June. So, whether you’re a sole trader, SME, or a larger company, be sure to lodge all necessary documents on time. Easy reminders Firstly, there are two very useful ways to get […]
UBS’s Wealth Assets risk $150B drop on Credit Suisse merger, JPMorgan says
The decline is expected to come from client outflows, overlap between the two banks and cost savings.
The Best Integration Apps for Law Firms for Quickbooks Online
Law firms face new challenges every day as technology advances and security becomes more and more important. With the new remote work environment, it is essential that workflow processes keep up with the changes. This equates to eliminating manual work, maximizing performance, and helps to strengthen case victories.