How many ways can an accountant help your business? Most people automatically think of tax-related ways. What if I shared 17 reasons that will alleviate the stress of being the boss and managing your team? If you’ve been reluctant to work with an accountant before, perhaps this list will make you reconsider. When you’re just […]
Archives for December 2020
Apple offers free fix for iPhone 11 devices that no longer respond to touch
iPhone 11 Todd Haselton | CNBC Apple said on Friday that it will repair some iPhone 11 devices that don’t respond to touch. The affected devices were manufactured between November 2019 and May 2020, and the issue affects a “small percentage” of display modules, Apple said. The replacement program doesn’t cover other models, like the […]
Goldman spins off Folio’s 70K retail accounts to Interactive Brokers
Goldman Sachs has plans for Folio Financial’s RIA custodian, but not its retail brokerage business. The investment bank, which purchased Folio in September, is selling the self-directed retail brokerage segment to Interactive Brokers, according to a Dec. 4 announcement. Under the deal, Interactive Brokers will acquire approximately 70,000 retail accounts and $3 billion in client […]
Planning for 2021 – Addressing the Unknown
The coming year, much like 2020, is filled with uncertainty. Economic and community guidelines are ever-changing, and planning presents new challenges we haven’t seen before. Here at BKE, our goal is to help you plan through the multiple possibilities and prepare for the most successful business year possible. Over the next month, we are going […]
Answering clients’ estate planning questions this December
A friendly, late-middle-aged couple contact you with questions about their estate plan. The hypothetical couple — let’s call them “the Ys” — own a successful chain of home insulation businesses and plan to eventually pass it on to their two children, a math teacher and a musician. Last summer, with the election in mind, the […]
Weekend Reading for Financial Planners (Dec 5-6)
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RWMLand
Signed another huge trove of books today to ship back out to you. If you sent me one, it’s probably going to arrive this coming week! Still accepting new ones so don’t be shy. And we’ve raised over $15,000 and counting for the food bank, which is so amazing I get choked up just thinking […]
NPS SIP – How to setup NPS SIP and get Same day NAV?
NPS SIP – The facility of doing SIP is now available for the NPS Subscribers. The new facility of NPS SIP is called as D-Remit facility. If you are NPS subscriber, you can transfer fund directly from your bank account using D-Remit facility. The same day NAV is applicable for the amount transfer using this […]
WKU Accounting and Finance student graduates with job offer from Ernst & Young – WKU News
Xuan ‘Kate’ Ngo, a senior from Bien Hoa, Vietnam, who majored in accounting and finance, graduates next week with a bachelor’s degree, certificate in Advanced Professionalism, job offer, and multiple real-world experiences under her belt. She plans to jump straight into the last semester of her master’s program this spring through the WKU JUMP Program […]
Editor’s Column: A pitiful number of planners
According to the FCA, since the Retail Distribution Review (RDR) and the Financial Advice Market Review (FAMR), from 2012 onwards financial adviser numbers, forecast to decline sharply, have actually risen by 1,400 to 36,400, a rise of 4%. A small boost but a move in the right direction and evidence that, to misquote Mark Twain, […]