I was saddened this week, as I’m sure many of you were, to learn of the untimely death of veteran Financial Planner Carolyn Gowen at the relatively young age of 58, just a few months after she retired. I did not know Carolyn, one of the founders of Bloomsbury Wealth, very well but we did […]
Archives for November 2021
How a change to the SALT cap would affect taxpayers by state
Wealth Enhancement Group got multibillion-dollar valuation in PE deal
FCA fines award winning firm over £600k
The FCA has fined award-winning firm Sunrise Brokers LLP £642,000 for ‘seriously deficient’ anti money laundering systems and controls. The regulator says it is the second case it has brought related to cum-ex trading, dividend arbitrage and withholding tax (WHT) reclaim schemes. Sunrise Brokers, an inter-dealer broker based in central London and with offices in […]
IWP adds £360m in assets with double acquisition
Independent Wealth Planners (IWP), the rapidly expanding Financial Planning-focused advisory group, has acquired two more firms to add £362m in assets. IWP has acquired Alex M Grant based in Keith, north east Scotland, and Custodian Wealth Management based in Surrey. {loadposition hidden2} Alex M Grant joins IWP’s regional arm for Aberdeenshire, Buchanan and Associates and brings […]
Aegon reduces platform outflows to £53m
Aegon’s UK adviser platform has reduced its outflows to £53m for the third quarter – down 87% from the same quarter last year when it saw £420m in outflows. The figure is also an improvement on the previous quarter which saw net outflows of £78m. Aegon has also been working hard to cut costs in line […]
U.S. wealth management growth pushes CI Financial to record Q3 earnings
3 Tips for Working Smarter and Gaining Personal Time
You’ve probably heard the maxim that it’s better to work smarter than harder. Working smarter means allocating your time, energy and money so vital tasks get done more efficiently, freeing up your personal time. Don’t miss the change to learn the 3 tips for working smarter now. Too many business owners think they must keep […]
How to invest in racial equity: an advisor’s guide
The 8 [Give or Take] Accounting Cycle Steps for Airtight Bookkeeping
![The 8 [Give or Take] Accounting Cycle Steps for Airtight Bookkeeping](https://outsourcebookkeepingindia.com/wp-content/uploads/2021/11/the-8-give-or-take-accounting-cycle-steps-for-airtight-bookkeeping.jpg)
You want a simple way to complete bookkeeping tasks. After all, the more organized your process, the faster you can record transactions and get back to business. To stay on track, you might consider using an accounting cycle. And to do that, you need to know the accounting cycle steps. Read on to learn the […]