Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client. The FinCalc Client Portal enables Financial Planners and clients to communicate securely and share information online. It can be accessed via computer, tablet or mobile phone. The portal will be fully white labelled to the adviser […]
Archives for January 2022
New social media channels to market your business
While you may be ticking along nicely by marketing your business through the mainstays of social media – have you put serious consideration into diversifying? We should all be leveraging Facebook, Instagram, and LinkedIn – but what are you missing out on? While these social media marketing platforms may not be entirely ‘new’, they are […]
Tax-News.com: UK Delays Overhaul To Tax Non-Compliance Penalties
HM Revenue and Customs is reforming late-filing and payment penalties to make them fairer and more consistent across taxes. The first stage of these reforms was set to come into effect early this year. However, on January 13, 2022, HMRC postponed the effective dates by nine months to one year.
5 questions on financial literacy for FinLit Tech’s Mac Gardner
Reducing Digital Miscommunication By Setting Clear Expectations And Appropriate Tone
Communicating clearly and effectively online can often be a challenge, and the surge in digital communication during the pandemic has increased the potential for misinterpreting messages. Without the verbal inflection available in oral communication, conveying tone through written communication is much more difficult. In the absence of these tonal clues, our brains fill in the […]
Over-45s keeping advisers in dark over vulnerability
Only 16% of over-45s informed their financial adviser when faced with circumstances which could make them financial vulnerable, according to a new report. Seven in ten over-45s have found themselves facing potential financial vulnerability but chose to keep it to themselves, according to the report from Just Group. Of these, a third (30%) admitted their […]
Over-45s keeping advisers in dark over vulnerability
Only 16% of over-45s informed their financial adviser when faced with circumstances which could make them financial vulnerable, according to a new report. Seven in ten over-45s have found themselves facing potential financial vulnerability but chose to keep it to themselves, according to the report from Just Group. Of these, a third (30%) admitted their […]
FSCS warns LCF bondholders of scam emails
The Financial Services Compensation Scheme has warned LCF bondholders about scam emails claiming to be from a director of LCF. LCF administrator Smith & Williamson has been shown copies of the emails sent to LCF bondholders. They encourage the reader to call a phone number and ‘lodge a claim into the government scheme’, ‘lodge claims […]
BlackRock CEO says stakeholder capitalism isn’t ‘woke’
Miscellaneous “Income” Is Now Miscellaneous “Information.” So, What Is It?
In business, it seems like you dole out money for anything and everything. Employee wages and inventory purchases are just some of the payments you might make. Sometimes, you may make payments that fall under the IRS’s miscellaneous category. And if you do, you must report them as miscellaneous information (formerly miscellaneous income). So, what […]