Toast is a very popular restaurant point of sale (POS) system. If you have Toast you obviously want to know how to extract the relevant data and efficiently get it into your accounting system. From an accounting perspective I only look for two things from a restaurant POS system: Is it a cloud-based system? Does […]
Archives for March 2022
How to Find Your Business’s Contribution Margin to Determine Profitability
Want to find a certain product or service’s profitability? Of course you do! To determine how profitable your offerings are and what kind of adjustments your business needs to make to increase earnings, learn how to calculate contribution margin. Contribution margin definition What is contribution margin? Your business’s contribution margin is the amount of money […]
CISI boosts CFP training with new deal
The Chartered Institute for Securities & Investment (CISI) is teaming up with training firm Lockie Consultants to provide more support for Certified Financial Planner (CFP) candidates in the UK. Lockie Consultants has become an Accredited CISI Training Partner for the Level 7 case study financial plan assessment: the final assessed part of the certification pathway to […]
Kingswood unveils all-in-one client portal
Fast growing Financial Planning and wealth management firm Kingswood has unveiled a new online portal for clients called Kingswood Go. The portal has been created with technology from wealth fintech moneyinfo and is available via desktop and mobile app to appeal to young and older clients. It allows clients to: Access and track investments, pensions and savings […]
Citigroup to target independent advisors in wealth management push
Business Update – 2 March 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. WA Border Reopening After 697 days, Western Australia has finally reopened its borders. From 12: 01am Thursday, a long list of new restrictions is expected to stay in place for four weeks. Strong […]
New CEO for Close Brothers AM
Former Standard Life Savings MD Eddy Reynolds has been recruited as the new CEO of Close Brothers Asset Management. He will succeed Martin Andrew who has worked for the group for 16 years. Mr Reynolds has over 30 years’ experience in fund and wealth management and has held a number of executive roles at Standard […]
New CEO for Close Brothers AM
Former Standard Life Savings MD Eddy Reynolds has been recruited as the new CEO of Close Brothers Asset Management. He will succeed Martin Andrew who has worked for the group for 16 years. Mr Reynolds has over 30 years’ experience in fund and wealth management and has held a number of executive roles at Standard […]
The Impact Of New IRS Proposed Regulations On The SECURE Act: RMDs, Eligible Designated Beneficiaries, Trusts, And More!
When the SECURE Act was signed into law in December 2019, it ushered in some of the most significant changes to the rules for retirement accounts in well over a decade. At the same time, however, the statutory language included a number of provisions that were either ill-defined or left open to substantial IRS interpretation. […]
The Impact Of New IRS Proposed Regulations On The SECURE Act: RMDs, Eligible Designated Beneficiaries, Trusts, And More!
When the SECURE Act was signed into law in December 2019, it ushered in some of the most significant changes to the rules for retirement accounts in well over a decade. At the same time, however, the statutory language included a number of provisions that were either ill-defined or left open to substantial IRS interpretation. […]