Archives for March 2022
How Long to Keep Tax Returns for Your Business
As a business owner, there are many documents you need to keep track of for your company. Employee paperwork, bills, invoices, etc., are all essential documents to store in your records. Keeping records isn’t just a good business practice, either. There are specific IRS recordkeeping requirements you must follow. One of those requirements is maintaining […]
House of Lords rejects social care cost cap change
Members of the House of Lords have rejected the Government’s planned change to the cap on social care costs. The House rejected the amendment yesterday evening. The proposed change to the social care cap will now return to the House of Commons for further debate. The Government said in November that any care that has […]
#FA Success Ep 271: Right-Sizing Your Client Base To Operate As An Intentional High-Margin Solopreneur, With Cady North
Welcome back to the 271st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Cady North. Cady is the founder of North Financial Advisors, a boutique fee-only financial planning firm focused on serving women business owners that is based in San Diego and Washington, D.C., and oversees more than $24 million of assets […]
Planner achieves PFS Fellowship at 24
A Chase de Vere Financial Planner, James Fitzgerald, has achieved the distinguished PFS Fellowship (FPFS) at the age of 24. He has become one of the youngest FPFS planners in the country. Many planners do not achieve FPFS until their 40s or 50s. Mr Fitzgerald joined the financial services sector when he was 19 and completed […]
The Latest In Financial #AdvisorTech (March 2022)
Welcome to the March 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the big news that FeeX is going all-in on helping […]
New divorce law could fuel pension wealth inequality
April’s changes to divorce law could cut the number of cases where pension wealth is fairly shared at the time of divorce, according to a new warning. From April couples will be able to secure a ‘no fault’ divorce within six months of applying. The changes are the biggest shake-up in divorce law in half […]
New divorce law could fuel pension wealth inequality
April’s changes to divorce law could cut the number of cases where pension wealth is fairly shared at the time of divorce, according to a new warning. From April couples will be able to secure a ‘no fault’ divorce within six months of applying. The changes are the biggest shake-up in divorce law in half […]
Weekend Reading for Financial Planners (Mar 5-6)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that, in response to Russia’s invasion of Ukraine, the United States and the European Union are preparing sanctions on the Russian central bank, which could cause a severe financial shock to the Russian economy… and raises […]
Weekend Reading for Financial Planners (Mar 5-6)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that, in response to Russia’s invasion of Ukraine, the United States and the European Union are preparing sanctions on the Russian central bank, which could cause a severe financial shock to the Russian economy… and raises […]