Management changes expected to help in CEO Ermotti’s wealth management ambitions in the U.S.
Archives for 2024
8 in 10 savers support pensions overhaul
Eight in ten (83%) of UK adults would support a government review to see whether the current pension system is delivering adequate retirement income, according to a new report. The majority of those surveyed by Phoenix Group believed it is the government’s responsibility to ensure people achieve an adequate income in retirement. Seven in ten […]
Kitces & Carl Ep 139: When Have You Done ‘Enough’ For Clients (And How Do You Know)
Over the past couple of decades, the financial advice industry has seen a tremendous shift as the focus has evolved away from being primarily transaction-based and towards forming long-term service-based relationships with clients. Yet, one of the hurdles advicers have faced along the way is figuring out how to demonstrate the seemingly intangible value of financial planning […]
FTSE 100 exit expected for SJP after 26.5% share slump
Wealth manager and Financial Planner St James’s Place could drop out of the FTSE 100 in FTSE Russell’s next quarterly reshuffle. SJP could be demoted to the FTSE 250 on 4 June according to FTSE Russell’s indicative quarterly review changes published earlier this week. The wealth manager’s share price has fallen 26.5% in the year […]
Why “Deferred Sales Trusts” Can Be A Risky Way To Defer Taxes On A Business Sale
Small business owners often treat their businesses not only as their source of income during their working years, but also as an asset that can be sold to fund their retirement. And while many businesses can build up substantial value over the years, the downside is that, when that value is realized upon the sale […]
How firms are responding to the hiring crisis in accounting – Accounting Today
How firms are responding to the hiring crisis in accounting Accounting Today
Chiropractic Business Outsourced Bookkeeping to Save Time and Focus on Growth. Why Virtual Bookkeeping Works.
One of the many ongoing challenges for business owners is making sure the books are balanced. Within the chiropractic industry, that element of running a practice can be a particular pain point. In a blog entry on Chiroeco.com, an online resource for the chiropractic community, Drew Stevens identified three prime areas – independent of the […]
Full Charge Bookkeeping vs Bookkeeping: Which is Best for your Company?
When it comes to a bookkeeper vs full charge bookkeeper, who is the better for your business? Company owners everywhere deal with countless struggles involving their business, from the various employees they hire and deal with to the tracking and managing of their budget so that way their business doesn’t go under. The management of […]
Testimony on The Merits Of Outsourcing Your Bookkeeping
When it comes to calculating sales tax in the state of New York, the former website Taxrates.com spelled it out bluntly and without pulling any punches: New York sales tax has numerous local taxing levels that must be monitored and maintained on a regular basis. It is complex and time consuming due to the volume […]
Woodford should forfeit his CBE, says TTF
Neil Woodford should forfeit his CBE, according to the Transparency Task Force and its Woodford Campaign Group. They said the Woodford scandal has caused terrible harm to its victims. In June 2013 in the 2013 Birthday Honours, Mr Woodford was appointed a Commander of the Order of the British Empire (CBE) for services to the economy. Andy Agathangelou, founder […]