A former senior official at the Pensions Regulator has called for members of DB pension schemes to benefit from the same flexibility as those with DC schemes have. David Fairs, partner at LCP, wants rule changes to allow more people to benefit from freedom and choice in pensions. Until recently Mr Fairs was executive director of regulatory […]
Archives for 2023
How To Take A Year Off From Work Without Wrecking Your Money Goals
If travel is your priority, no one and nothing should get in the way of you pursuing your dreams. With that in mind, balancing your desire to feel fulfilled today with your need to build a financially secure future is crucial. Should you cash in your 401(k) to fly to Europe? No, definitely not. But […]
Former JPMorgan top executive moves to Wells Fargo Advisors
FCA praises Quilter over BSPS
Quilter Financial Planning has been praised for its handling of Lighthouse’s involvement in the British Steel Pension Scheme scandal by the FCA. Therese Chambers, joint executive director of enforcement and market oversight at the FCA, said Quilter was a “model example” of how to behave. In a speech given at the City & Financial FCA […]
Kitces & Carl Ep 113: What Does It Really Mean To Be A Lead Advisor?
While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become lead financial advisors. And since managing the client relationship – a key responsibility for lead advisors […]
Fibocom Introduces the FG132-NA RedCap Module Series towards Mid-tier 5G IoT Connectivity at Computex 2023
(Sponsored News) Fibocom introduces the 5G RedCap module series FG132-NA to its cellular product portfolio during Computex 2023. It is designed to offer downscaled connectivity service to mid-tier applications under the 5G landscape by bringing a realm of key advancements such as smaller compact size, optimized power efficiency and lower cost efficiency. Taipei, Taiwan – […]
How are your customers feeling?
With the cost of living continuing to rise, putting pressure on many households, it’s timely for small business owners to think about consumer confidence. Consumer confidence is an important economic indicator for small businesses that mainly sell to households, because “consumers” is really just another word for your “customers”. Looking at the most recent figures, […]
Lynn Klose Elevated to Little League® Staff Accountant – Little League – littleleague.org
Lynn Klose Elevated to Little League® Staff Accountant – Little League littleleague.org
Pass-Through Entity Taxes: Mechanics, Considerations, And Planning Opportunities For Navigating SALT Cap Workarounds
The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions. In response to the new deduction limit, many states enacted laws creating a new Pass-Through Entity Tax (PTET) designed to help owners of pass-through businesses (partnerships, […]
Progeny appoints new chief operating officer
Fast-growing Chartered Financial Planning firm Progeny has appointed Sam Murton as its new chief operating officer. She has been working with Progeny as a consultant since 2022. Ms Murton has extensive experience in international business consulting, strategic development and people and change management. She has worked with a diverse range of businesses and sectors, including […]