Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the big tax planning news that the IRS is delaying the standard April 15th tax filing deadline until Monday May 17th instead… providing some welcome relief to tax filing deadlines, and more time to implement recent […]
Archives for March 2021
Voices: Cash-out refis are a homeowner’s friend
Cash-out refinancing, when borrowers trade an existing mortgage for a bigger one and then pocket the difference, reached the highest level last year since the 2008 financial crisis. With home prices appreciating during the coronavirus pandemic, it’s actually surprising that it isn’t happening even more often. It should. Many homeowners worry too much about being […]
LinkedIn tips for accountants and finance professionals
Networking has been unusually difficult over the past year, and most professionals have leaned on virtual platforms to form and maintain professional relationships. Many of the best practices for navigating LinkedIn have remained unchanged by the pandemic, but experts contend that accountants should approach the platform in a more mindful and deliberate way because of […]
New issue of Financial Planning Today Magazine
The latest edition of Financial Planning Today Magazine is out now and features an exclusive report on how Financial Planners are coping with the storm of platform M&A. Exclusive articles in the UK’s premier publication for fee-based Financial Planners and Paraplanners include: • The Platform Report: Find out what leading Financial Planners really think about the wave of M&A. […]
Inflation debate divides wealth managers on advice to clients
An intense debate over whether inflation is poised to return has divided wealth managers into two camps: don’t sweat it, and time to worry. Advisors are watching closely as economists argue whether the government’s unleashing of more than $5.3 trillion in pandemic aid over the last 12 months will turbocharge the economy and fuel a […]
New markets emerge for carbon accounting businesses as cities like LA push proposals – TechCrunch
Earlier this month, Los Angeles became the latest city to task its various departments with prepping a feasibility study for deploying new software and monitoring technologies to better account for its carbon footprint. LA’s city council initiative, led by council member Paul Koretz, follows a push from the state legislature to mandate that all businesses […]
The Telehealth Revolution with Andrew Dudum (Hims & Hers Health) and Frankie Stella (Precision Pharmacy)
Josh here – On today’s show, I practically beg you to stop crying over 10-year Treasury yields. The answer to rising rates is the same as the answer to falling rates. I will repeat it until it sinks in. I talk to Andrew Dudum, the founder and CEO of Hims & Hers Health (HIMS, NYSE) […]
EU proposes new rules to boost start-ups and catch up with the U.S. and China on tech
BRUSSELS, BELGIUM – DECEMBER 16: European Commissioner Thierry Breton. Anadolu Agency | Anadolu Agency | Getty Images LONDON — The European Commission, the executive arm of the EU, proposed Friday a new set of start-up standards for member states to adopt as the bloc seeks to play catch-up with the U.S. and China. The EU […]
FCA to review future of 10% drop notices
The FCA is to extend the Coronavirus freeze on 10% drop notices until the end of the year and will consult on their future in the spring. The notices require financial advisers to write to clients whenever their investment portfolios have depreciated by 10% or more. The MiFID II requirement to send notices has been […]
Paraplanner pens a poem for Paraplanning
To mark World Poetry Day on Sunday leading Paraplanner Caroline Stuart FPFS has penned an ‘Ode to Paraplanning.’ Chartered Financial Planner Ms Stuart, owner of Sparrow Paraplanning and Vice President of the Personal Finance Society, said she was inspired to write the poem to highlight in a fun way the important role of Paraplanners play […]