Fintech FE fundinfo has launched an integration link between its cashflow modelling software Cashcalc and its investment stats service FE Analytics. The company say the integration should save Financial Planners hours of time in having to shift data from one service to the other. The integration means that those planners that have a licence for both FE CashCalc and […]
Archives for 2023
Small business retailers, beat the tax time woes with these simple tips
If your inbox is anything like ours right now, emails spruiking EOFY discounts, mid-year promotions and stocktake clearances are piling up by the dozen. And with a new financial year around the corner, it’s no surprise that retailers are cleaning house in preparation. So if you’re looking to do the same (and tackle tax time […]
Breaking: M&G retail and savings CEO exits
Clare Bousfield, the CEO of retail and savings at investment and wealth management firm M&G plc, will step down in the autumn, the company announced today. The company plans to create two new dedicated CEO roles to lead its wealth and life insurance businesses Earlier today M&G announced it was axing 200 jobs, about 4% […]
Managing Stress and Burnout
In July 2021 I had a heart attack. It wasn’t due to the usual causes of high blood pressure, high cholesterol, excess weight, etc. It was caused by stress. Yes, stress literally can kill you! I was your typical over thinker, over stresser, with a little anxiety thrown in for good measure. But after […]
Superannuation Guarantee Increase – 1 July 2023
For small business owners and payroll managers, staying up-to-date on the latest superannuation changes is essential. And, with the Australian Superannuation Guarantee increase happening from 1st July 2023, it’s important to understand what this means and how it could affect your business. As an employer, this increase, and subsequent increases, will have an impact […]
BNY Mellon’s Pershing X unveils wealth management platform with a number of partnerships: Wealthtech Weekly
Anne Lester on why financial advisors should open a ‘window of empathy’ for younger clients
Form U4: Common Missteps And Best Practices For RIAs
All Investment Adviser Representatives (IAR) of registered investment advisory firms are required to file Form U4, a regulatory filing containing public disclosures of certain information about financial professionals. And while IARs are responsible for keeping their own Form U4 up-to-date, Form U4 – unlike other regulatory forms like Form ADV that require an annual amendment […]
1 in 4 Britons have lost track of a pension
A quarter (24%) of Britons have lost track of a pension, according to a new report. A further 22% of those surveyed by investment provider and platform Hargreaves Lansdown were even unsure if they had a forgotten pension. Younger savers were most likely to have lost track of a pension, with 44% of 18 to […]
Getting your business ready for EOFY
Yep, it’s that time of year again – 1 July 2023 is looming, and you need to get your ducks in a row. You not only have to be ready for the new financial year, but you should also be tying up the previous year by ticking off some tasks that tend to fall by […]