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 […]
Archives for 2024
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 […]
Trump Media’s accounting firm charged with ‘massive fraud’ – CNN
Trump Media’s accounting firm charged with ‘massive fraud’ CNN
Practitioner service improvements part of IRS strategic operating plan
The IRS aims to improve service on the tax practitioner phone line and build a better online account for tax professionals, Commissioner Danny Werfel said Thursday.
April business news wrap!
Okeydokey, there’s been some grim Australian business news pouring in throughout this April. We sorted through the chaff to collate the most newsworthy developments for the month to keep you well informed. So, what happened in the world of business during April, and how might it affect you as a small business owner? Business insolvencies […]
The importance of record keeping in a digital world
Guest post by AON. Here’s why keeping appropriate records can help during a claim. In a world where almost everything is paperless, keeping records and filing documentation is something that might slip your mind as you go about your usual business. While digitisation has made record keeping easier in some ways, it has also brought […]
There’s more to managing risk than insurance: 6 pillars of managing risk in a service based business
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 […]
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.