More than one in 10 (11%) of people would vote in next month’s election for a party that pledged to cut tax on investments, according to a new survey. But they may end up disappointed as “this one may not make into the manifestos,” according to Hargreaves Lansdown. Almost a third (31%) of investors think […]
Archives for 2024
The Latest In Financial #AdvisorTech (June 2024)
Welcome to the June 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 ‘startup’ custodian Altruist has completed a $169 […]
How we’re bolstering Xero Payroll in NZ with new value
Xero Payroll is already a valuable tool, helping you manage your payroll and accounting, all in one place. Not to mention features like automatic reporting directly to IR, and automated tax and KiwiSaver calculations, that can help you save a stack of time. But recently, we’ve been listening to your feedback about Xero Payroll and […]
Balancing Business and Joy
As small business owners, we pour our hearts and souls into our business, often spending countless hours dedicated to our passion, and it can be difficult balancing business and joy. Business can become all-consuming, leading to tunnel vision and burnout, where we forget about other things that once brought us joy and balance. While being […]
Proactive superannuation planning: what you need to be aware of before June 30
As a small business owner, juggling multiple responsibilities is the norm. With June 30 fast approaching, understanding superannuation can save you a lot of headaches and potentially a lot of money. Let’s dive into the key aspects of superannuation you need to be aware of before the end of the financial year. Annual contribution limits […]
FINRA tells firms there’s no mandatory RTO — but it’s time to register your remote locations
Brokerages have until June 26 to decide if they want to take part in a pilot program allowing them to continue inspecting their branch office remotely; plus, the rundown on residential supervisory locations
Bias possible in IRS program for auditing refundable credit returns
The IRS said it agrees with the six recommendations from the Government Accountability Office to eliminate the bias.
Weekend Reading For Financial Planners (June 1-2)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Financial Planning Association and Money.com are planning to publish a “Best Financial Advisors” list based on advisors’ education, credentials, and experience, as well as harder-to-quantify areas such as trust factors and client communication. Going […]
PFS appoints independent chair
The Personal Finance Society has appointed experienced financial services CEO Piers White as its first independent chair, a new role created by the organisation following its internal governance review completed last year. Mr White will be joined on the PFS board by two new directors, while Christine Elliott will depart having served as the board’s […]
Isio launches illiquid assets platform
Pension consultancy Isio has launched a new platform to allow investors such as pension schemes to sell illiquid assets more efficiently. The company said it is responding to demand to sell illiquid assets, along with the difficulties sellers face doing so. It said desire to sell illiquid assets increased following the market volatility caused by […]