For the third straight month, retirement advisors have lost confidence in the economy — and many blame the central bank.
Archives for 2024
Common Tax Scams in 2024: IRS “Dirty Dozen” Highlights
Although the 2024 “Tax Day” is over, tax scams live on. The IRS compiles an annual list of common scams known as the “Dirty Dozen” list. Read on to learn about the most common tax scams in 2024 to avoid falling victim to them. And, find out how to protect your business and report tax […]
The Latest In Financial #AdvisorTech (May 2024)
Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that self-directed retirement planning software provider NewRetirement has raised a $20M Series […]
Accounting pro Keith Dean named new Executive Director for Floridians for Affordable Healthcare – Florida Politics
Accounting pro Keith Dean named new Executive Director for Floridians for Affordable Healthcare Florida Politics
The best accounting software for a social or sports club
Managing the finances of a sports club or association can pose certain challenges. Many local sporting clubs and associations work within very tight financial constraints, often relying on volunteers to help manage the finances. Choosing the right cloud accounting software to make the process simple and painless will not only make it easier for your […]
The Fight for Success: The Business Boxing Match
In the heart of every entrepreneur lies a fighter, whether they know it or not. My adventures through both the entrepreneurial and boxing worlds have unveiled some similarities between stepping into the ring and steering a business to success. Both arenas require resilience, skill development, and an unyielding commitment to fight for success, while being […]
Advisor headcounts are going away. Recruiters say it’s about time
Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.
Final regs. issued for new, previously owned clean vehicle credits
The final regulations, which the IRS issued Friday, also provide rules regarding the critical mineral and battery component requirements for the new clean vehicle credit, and they add a new test for mineral content.
Weekend Reading For Financial Planners (May 4-5)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study indicates that nearly a third of advisors in the independent broker-dealer channel have considered transitioning to the RIA channel during the past year as they seek higher payouts and not just “independence” but greater […]
Editor’s Comment: Self employed need a pension booster
I’m beginning to think that the self employed are the poor relations when it comes to the pensions market. While auto-enrolment workplace pensions have been a major success, and we are told 5m have SIPPs (including some self employed people), the fact is that the self employed are still very badly served when it comes to […]