Guest Post by AON. There’s not much in life that comes without risk – whether it’s starting a business, or even just crossing a road. When it comes to running your business, the biggest risk in your mind is probably not making a profit. However, events such as a client tripping over and injuring themselves […]
Archives for 2024
North London Chartered Financial Planner joins Continuum
Retirement planning specialist Chris Haigh has joined national financial advice firm Continuum as a Chartered Financial Planner. Mr Haigh has been advising clients working towards retirement for more than 25 years. He will be based in North London joined Continuum from DGS Chartered Financial Planners in St Albans, where he was a Chartered Financial Planner […]
Xero to retire the Planday product in Australia; enters new Deputy Australia partnership
We know how important time, attendance and scheduling (TAS) needs are for any small business. And for Australian employers, we know it is even more important because Australia has some of the most complex payroll compliance requirements in the world. Following a careful review of our current TAS solution, we have made the difficult decision […]
Annuity sales rocket to their best first quarter ever
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
How advisors can help clients get the most out of Roth IRAs
Are clients’ savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Weekend Reading For Financial Planners (April 27-28)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a. the Fiduciary Rule 2.0), which is set to go into effect in September and (if it survives anticipated legal challenges) would represent a […]
Final regs. issued for clean energy credit transfers
The IRS issued final regulations regarding the election to transfer certain clean energy tax credits. The regulations include specific rules for partnerships and S corporations as eligible taxpayers and transferee taxpayers.
Closing loopholes or blocking access? Reactions to the final DOL rule
Here’s how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor’s retirement advice regulation.
Defense POW/MIA Accounting Agency director speaks at AFCLC seminar – WSFA
Defense POW/MIA Accounting Agency director speaks at AFCLC seminar WSFA
Pension transfer volumes drop by 50%
The latest XPS Pension Transfer Watch report has highlighted that pension transfer volumes were 50% lower in March than a year earlier. Transfer values showed a small increase in March but activity remains low, the pension provider reported. {loadposition hidden2} The Transfer Value Index saw a decrease of about 2%, partly driven by increases in […]