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Archives for October 2020
‘End of an era’ — and TD Ameritrade
It was the last time Tom Nally would stand on a stage as the president of TD Ameritrade Institutional, addressing RIAs. Two months earlier, the company had surprised its advisors with an announcement that long-time rival Charles Schwab would acquire it. After all, the custodian had been around since the 90s and was known for […]
Accountants more upbeat globally in Q3 despite coronavirus – Accounting Today
Global confidence improved significantly in the third quarter of the year among accountants, despite fears of a prolonged economic recession amid the novel coronavirus pandemic, according to a survey of members of the Association of Chartered Certified Accountants and the Institute of Management Accountants. The ACCA and IMA’s latest “Global Economic Conditions Survey,” released Tuesday, […]
Nonfilers have until Nov. 21 to apply for economic impact payment
The IRS is giving individuals who do not normally file a tax return and have not received an economic impact payment an additional five weeks to enter their information on the Non-Filer: Enter Payment Info Here tool on the IRS website. The new deadline is midnight Nov. 21, which the IRS says is the latest […]
The 6 Best Ways for Solopreneurs to Manage their Books
October 6, 2020 6 min read Opinions expressed by Entrepreneur contributors are their own. The following excerpt is from Money-Smart Solopreneur: A Personal Finance System for Freelancers, Entrepreneurs, and Side-Hustlers, out now via Entrepreneur Press. Purchase from Amazon | Barnes & Noble | Bookshop | IndieBound. Good record keeping is just good business. How you manage data, account for financial transactions and store and retrieve your records is […]
Thinking About Becoming a Solopreneur? Utilize These 6 Accounting Tips to Succeed
If you’re running a business by yourself, you may be considered a solopreneur. And like any other business owner, you need to familiarize yourself with accounting dos and don’ts. Read on to learn more about solopreneurship and tips for handling your books when you’re the one running the show. What is a solopreneur? A solopreneur, […]
#FASuccess Ep 197: Starting Over After A Non-Compete To (Re-)Build The Advisory Business You Really Want, With Ashby Daniels
Executive Summary Welcome back to the 197th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Ashby Daniels. Ashby is a financial advisor with Shorebridge Wealth Management, a hybrid advisory firm based in Pittsburgh, where he personally oversees 38 million in assets under management for 43 retired clients. What’s unique about Ashby […]
Canada Life adds 430 funds to drawdown platform
Canada Life has added 430 funds from 20 different investment houses to its fund range available through its Retirement Account drawdown platform. The platform now offers 1,550 funds through the adviser-facing platform and aims to include over 2,000 funds by the end of 2020 to make sure there are no remaining gaps in their investment […]
More teens report Covid-19 case in their household than national average, survey finds
Caroline and Alonzo, boyfriend and girlfriend, wear face masks together on Santa Monica beach, California. Mario Tama | Getty Images About 8% of U.S. teenagers or a member of their household have had Covid-19, higher than the national average of 6%, according to Piper Sandler’s semi-annual survey of teen consumption trends. Some health officials have […]
VR means business: How organisations can harness the power of virtual reality
Evidence is building that virtual reality (VR) has the potential to supercharge corporate training, says Justin Parry, co-founder and COO of Immerse. According to a recent PwC study, training employees with VR is significantly faster and cheaper than classroom methods. Plus, workers are 340% more confident in their new skills, and feel four times as emotionally connected to […]