Saral Jeevan Bima – Term Insurance – Term Plan is a widely accepted product. However, terms and conditions of the term plan offered by different insurance companies are different. Every company was introducing innovative products with different features, options, and riders. Different term plans with different features are creating confusion among customers. It is extremely […]
Archives for 2020
Robo advisor Wealthsimple pushes for growth spurt before IPO
Fresh off achieving a $1 billion valuation, Wealthsimple’s top executive says the firm has more work to do before pursuing an initial public offering. The online investment company, which announced a new funding round that raised $87 million, plans to use the infusion of capital to build out cash, checking, insurance and mortgage products that […]
Weekend Reading for Financial Planners (October 17-18)
Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a new survey finding that, despite the turmoil of the pandemic and its disruption for the business activities (including the marketing) of advisory firms, 71% of advisors are now reporting that they have more clients than they […]
Phishing Lures Shift from COVID-19 to Job Opportunities
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Inflation-adjusted limit for 2021 HRAs issued
The IRS on Friday provided the maximum amount allowed to be newly made available to participants of excepted benefit health reimbursement arrangements (HRAs) under Regs. Sec. 54.9831-1(c)(3)(viii) for plan years beginning after Dec. 31, 2020, and before Jan. 1, 2022 (Rev. Proc. 2020-43). The maximum amount, which is indexed under the Chained Consumer Price Index […]
U.S. aims to lower troop level in Afghanistan to 2,500 by early 2021, Trump advisor says
U.S. Soldiers and Airmen from Provincial Reconstruction Team Zabul return to base after a quality assurance, quality control patrol near the city of Qalat, Zabul province, Afghanistan, Nov. 1, 2010. Staff Sgt. Brian Ferguson | U.S. Air Force WASHINGTON — President Donald Trump’s national security advisor said Friday that the administration has set a timeline […]
Amazon’s pandemic-delayed Prime Day may disappoint, Citi says
Jeff Bezos, founder and CEO of Amazon, pictured on September 13, 2018. Bloomberg | Getty Images Amazon‘s pandemic-delayed Prime Day appears to have been more disappointing than previous years, according to a note from Citi analysts published on Friday. Citi looked at web traffic information collected by market research firm SimilarWeb and found that Prime […]
The only time it makes sense to move funds from an IRA to an HSA
A little-known rule buried deep on the IRS website presents a once-in-a-lifetime opportunity for clients with a health savings account — the ability to make a contribution directly from an IRA. Although this one-time offer isn’t worth the effort for most clients, who’d be better off continuing to fund both accounts and collect dual tax […]
A kindler, gentler Wall Street for brokers?
Are advisors finally catching a break? In some courthouses, it seems they are indeed. In recent rulings, courts appear to be reevaluating their thinking on departing advisors who transport client assets to new firms — and looking askance at claims by major Wall Street firms that these advisors have done them “irreparable harm.” That’s part […]
Controller/Accounting Manager – Charlotte Agenda
Overview:Founded in 1972, Metrolina Builders is a Charlotte-based, privately held family business, providing commercial construction and design-build services to private sector clients throughout the Carolinas. Named as one of the Top General Contractors in Charlotte and a Fast 50 award winner, our sustained growth has created a fantastic opportunity for a talented and motivated finance […]