Archives for May 2022
Debits and Credits 101: Definitions & Example
In accounting, there’s one thing you can’t ignore: how debits and credits work. To keep accurate books, you need to learn and understand the difference between a credit vs. debit. Otherwise, your books will wind up unbalanced and sloppy (and no business owner wants that!). To get to know debits and credits in accounting like […]
Govt given green light to revoke EU financial regulations
The Government has been given the go ahead to revoke EU financial services regulations and replace them with new UK rules, following inclusion of a planned bill in today’s Queen’s Speech. A new Financial Services and Markets Bill will be introduced this year. Prince Charles, giving the speech to Parliament on behalf of the Queen […]
Govt given green light to revoke EU financial regulations
The Government has been given the go ahead to revoke EU financial services regulations and replace them with new UK rules, following inclusion of a planned bill in today’s Queen’s Speech. A new Financial Services and Markets Bill will be introduced this year. Prince Charles, giving the speech to Parliament on behalf of the Queen […]
#FA Success Ep 280: Overcoming The Pain Of Scaling: When The Second 100 Clients Is Harder Than The First, With Brian Carney
Welcome back to the 280th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Brian Carney. Brian is a co-founder of RiversEdge Advisors, an independent RIA based in Wilmington, Delaware that oversees over $400 million in assets under management for nearly 300 client households. What’s unique about Brian, though, is how […]
#FA Success Ep 280: Overcoming The Pain Of Scaling: When The Second 100 Clients Is Harder Than The First, With Brian Carney
Welcome back to the 280th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Brian Carney. Brian is a co-founder of RiversEdge Advisors, an independent RIA based in Wilmington, Delaware that oversees over $400 million in assets under management for nearly 300 client households. What’s unique about Brian, though, is how […]
Business Update – 11 May 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. GST fraud attempts circulating on social media lead to extra security measures Due to a significant number of GST refund fraud attempts, legitimate businesses may face extra steps to receive their refunds as […]
A Career Changer’s Guide To Becoming A Financial Advisor: Career Paths, Preparation, Education, Costs, And More!
The COVID-19 pandemic has led many workers to consider changing careers, perhaps for greater pay or flexibility. For those with an interest in personal finance and helping others, a career change into the financial advice industry could be an attractive option, particularly given that financial advisors generally report having a strong sense of wellbeing and […]
32,000 families reclaim overpaid IHT
Families have made close to 32,000 successful reclaims for overpaid inheritance tax in the past six years, according to HMRC. Over 22,000 reclaims were made on the sale of property or land, according to figures obtained by NFU Mutual in a Freedom of Information request. Nearly 10,000 reclaims were made following a fall in shares […]
32,000 families reclaim overpaid IHT
Families have made close to 32,000 successful reclaims for overpaid inheritance tax in the past six years, according to HMRC. Over 22,000 reclaims were made on the sale of property or land, according to figures obtained by NFU Mutual in a Freedom of Information request. Nearly 10,000 reclaims were made following a fall in shares […]