Net flows continued to improve for wealth manager Brooks Macdonald in the second quarter which ended on 31 December. Annualised net flows were 4.7% for the quarter. This compares with a rise of 3.1% in the first quarter and a drop of 2% for the financial year ending 30 June 2021. Total group funds under […]
Archives for January 2022
AIC wants FCA to introduce ‘high bar’ for ESG funds
The Association of Investment Companies has called on the FCA to set demanding standards for funds that call themselves sustainable or make ESG claims. The AIC said the move would help prevent ‘greenwashing’ – bogus claims about the green credentials of investments. It said that too many ESG claims do not stand up to scrutiny […]
How is Omicron affecting Australian businesses?
The new wave of COVID-19 variant Omicron is currently in full swing across the country. We’re now beginning to see the knock-on effects this case explosion is having on the Australian business community. Let’s unpack some of the major effects the rapid spread of Omicron is having on the economy and businesses at large. Staff […]
How is Omicron affecting Australian businesses?
The new wave of COVID-19 variant Omicron is currently in full swing across the country. We’re now beginning to see the knock-on effects this case explosion is having on the Australian business community. Let’s unpack some of the major effects the rapid spread of Omicron is having on the economy and businesses at large. Staff […]
How to Record a Cost of Goods Sold Journal Entry 101
As a business owner, you may know the definition of cost of goods sold (COGS). But do you know how to record a cost of goods sold journal entry in your books? Get the 411 on how to record a COGS journal entry in your books (including a few how-to examples!). What is COGS accounting? […]
Everything in moderation
Should You File a Tax Extension?
Should You File a Tax Extension?
Should You File a Tax Extension?
Kitces & Carl Ep 77: Virtual Or In-Person Meetings: What Do Clients Really Want?
Traditionally, financial planning meetings were held in person, which created intimacy, but limited an advisor’s clientele to those who could physically get to their office. Advancements in technology allowed some advisors to increase their virtual communication, but almost all advisors found themselves operating in a virtual environment at some point during the pandemic. For many […]