For financial advisors, dealing with issues concerning clients’ children, from education costs to legacy goals, is a common part of the planning process. But a growing number of individuals are going through life without ever having children. And no matter the reason, clients without children have unique planning needs that are important for advisors to […]
Archives for August 2022
Private Equity firm PCP takes majority stake in Saltus
Private equity firm Preservation Capital Partners (PCP) is to take a majority stake in wealth manager and Financial Planning firm Saltus for an undisclosed sum. Saltus says it will remain a standalone proposition with no major changes for clients. Management and existing individual shareholders will continue to hold a stake in the company. Andrea Secci, […]
Arbitration ‘fraud’ verdict against Wells Fargo tossed
Business Bank Account Fraud: What to Do If You Notice an Unauthorized Transaction
You’re doing a bank statement reconciliation (aka the process of comparing your bank statement to books) like normal. But, things don’t add up. Suddenly, you realize the discrepancy is because there’s a large charge on your statement … but not in your books. Where’d this come from? I never spent this! And indeed, you haven’t—you’ve […]
HMRC suspects big firms of underpaying £1.4bn in employment taxes through IR35 rules
HMRC is promising to crack down on “hidden employees” as it suspects big firms are underpaying £1.4bn in employments taxes through IR35 rules. The Revenue is concerned that some large businesses are underpaying Employers’ National Insurance contributions by hiding employees as self-employed when they should be classified as employees for tax purposes. This could include […]
Outsourcing Bookkeeping Services
The post Outsourcing Bookkeeping Services appeared first on Remote Quality Bookkeeping.
#FA Success Ep 292: Syndicating Private Real Estate Opportunities To Differentiate With HNW Clients, With Matthew Topley
Welcome back to the 292nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Matthew Topley. Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. What’s unique about Matthew, though, is […]
JO Hambro unveils global Shariah equity fund
Fund manager JO Hambro Capital Management (JOHCM) has launched a global Shariah equity fund. The Global Select Shariah Fund will join a range of global funds run by the manager that includes Global Select and International Select strategies. The new fund will be compliant with Islamic Shariah investment principles and will be an Irish domiciled […]
From plush toys to espresso, 4 ways to make your office more productive
What does the future of accounting look like?
The post What does the future of accounting look like? appeared first on Accountancy Age.