Archives for August 2022
How to attract millennial clients as they get richer, fast
Biden’s Student Debt Relief Plan: Eligibility, Income Limits, Payment Freeze Extension, And More For Advisors!
The Biden administration’s long-anticipated Student Loan Debt Relief plan was finally announced on August 24, 2022, and with it came a flurry of attention on the proposal’s centerpiece of providing $10,000 of student loan forgiveness for Federal student loan borrowers (and $20,000 for borrowers who received a Pell Grant for college) with income levels under […]
How Does Forensic Accounting Help In Fraud Detection
Forensic accounting is a field that specializes in analyzing and interpreting financial data to help identify and prevent fraud. Outsourcing forensic accounting services can help uncover financial misconduct such as theft of company assets, embezzlement, or other types of criminal behavior. Forensic accountants also help companies determine the accuracy of financial statements by analyzing all the transactions associated […]
How Does Forensic Accounting Help In Fraud Detection
Forensic accounting is a field that specializes in analyzing and interpreting financial data to help identify and prevent fraud. Outsourcing forensic accounting services can help uncover financial misconduct such as theft of company assets, embezzlement, or other types of criminal behavior. Forensic accountants also help companies determine the accuracy of financial statements by analyzing all the transactions associated […]
Number of over 65s in work rises 13%
The number of people in the UK between the age of 65 and 74 has increased 13% over the past six years, according to new research. Three quarters (79%) of those between 65 and 74 are now retired in comparison to 92% in 2016. The rise is partly due to the rise in State Pension […]
Clients won’t come to you: The vital role marketing plays for RIAs
What Is a Nonprofit? Definition, Types, & More
Have you ever donated to a charity? What about a hospital or school? If so, you may have given to a nonprofit. But, what is a nonprofit? And, how do they work? Get the answers to all of your burning questions below. What is a nonprofit organization? Let’s start with the basics: What does nonprofit […]
#FA Success Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology, With Ed Coambs
Welcome back to the 296th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ed Coambs. Ed is the founder of Healthy Love & Money, a financial therapy practice in Charlotte, North Carolina that helps couples and families uncover and understand the roots of their underlying financial conflicts. What’s unique about […]
2 in 5 boomers struggling financially
Over two in five (43%) of 55-64 year olds are struggling financially, according to a new report. They were more likely to be struggling than older retirees, with 35% of all over 55s surveyed struggling financially. Three-quarters of those between the age of 55 and 64 who told Aviva they are struggling financially were taking […]