In what has been a turbulent year for many small businesses around the region, we wanted to take this opportunity to recognise some of our exceptional accounting, bookkeeping and corporate secretarial partner firms. The second annual Xero Awards Asia celebrates excellence amongst our Xero partners as they champion their SME clients, advocate for digital transformation […]
Archives for 2020
Stronger and smarter: The benefits of going low contact and cashless
The posts in this series have been drawn from Xero’s Stronger and smarter: a small business handbook. Designed to help small businesses determine which steps to take next, this practical guide uncovers the 10 trends shaping the future – so you can come back stronger and smarter than ever. Switching to cashless transactions with low […]
The Bears Get Slaughtered. Again.
[embedded content] Subscribe! On an all-new episode of What Are Your Thoughts, Michael Batnick and Josh Brown discuss the biggest topics on Wall Street this week, including: All the ingredients seem to be in place for a market melt-up into year end – or did that already happen? The Armageddonists – JP Morgan’s Michael Cembalest […]
20 memorable — and actionable — takeaways from the CFP Board’s Diversity Summit
The spotlight on racial justice and equity in America following the killings of Breonna Taylor and George Floyd and others has renewed calls for change in the wealth management industry. Industry leaders have laid out a plan for how action can become permanent and sustainable at the CFP Board’s Center for Financial Planning Diversity Summit, […]
Ex-LPL advisor headed to prison for 42 months after Ponzi scheme
A former LPL advisor is heading to prison for three-and-a-half years for his role in orchestrating a long-running scheme that bilked dozens of investors out of nearly $5 million. James Booth, 75, ran what prosecutors described as a Ponzi scheme in which he made a series of “misrepresentations and lies” about how he was handling […]
Like-kind exchange rules define real property, incidental personal property
The IRS has issued final regulations that define what property qualifies for Sec. 1031 like-kind exchange treatment (T.D. 9935). The new rules are necessary because the law known as the Tax Cuts and Jobs Act (TCJA), P.L. 115-97, removed personal property from qualifying for the deferred tax treatment for like-kind exchanges. T.D. 9935 finalizes proposed […]
$1B OSJ drops Securities America for LPL in latest post-M&A deal exit
In LPL Financial’s fifth recruiting grab this year moving at least $1 billion in client assets, the firm added a 30-advisor enterprise from a rival’s largest independent broker-dealer. Stephen Bull and Zach Mason of Verus Capital Partners dropped Advisor Group’s Securities America to affiliate with LPL, the firms said Nov. 23. After nearly a decade […]
US based UK companies expected to face new tax challenges under Biden
With a new tax regime expected in the US, UK companies will be braced for change, says Laurence Field, partner at Crowe UK. “Businesses will need to adapt to what politicians say. The reality is, there is never a good time to change tax systems from a business point of view,” says Field. In 2017, […]
21 Best Mutual Funds for Investment in 2021-22
21 Best Mutual Funds for 2021 – Mutual Fund via SIP route is one of the best investment options for the novice as well as a professional investor. You can get mutual funds for every financial goal. Mutual funds give multiple benefits to the investors such as high returns, the flexibility of SIP, professional management, […]
The Fortune 2021 Roundtable
Special thanks to Fortune Magazine for inviting me to participate in the 2021 Roundtable this year. It was great catching up with Savita and the whole gang, talking about what investors should be expecting in the year to come. I have more perspective than I have predictions, but I did go on a fun little […]