Archives for September 2022
Against retirement: The argument for working until you die
Weekend Reading For Financial Planners (Sept 10-11)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as Millennials grow their wealth, they could be increasingly turning to financial advisors for guidance. But amid competition from large asset managers and broker-dealers, advisors can consider how they can shape their service offerings and […]
Women working nearly 4 years longer than mid-1990s
Women are, on average, working for nearly four additional years before exiting the labour market compared to the counterparts in the mid-nineties, new statistics from the ONS revealed this week. The change is part of a growing trend for both men and women to work for years longer before exiting the labour market and retiring. […]
PFS reveals Financial Planning Festival 2022 details
The Personal Finance Society, the professional body for Chartered Financial Planners, has revealed more details of the programme for its upcoming PFS Festival of Financial Planning, one of the UK’s biggest Financial Planning events. The two day event on Tuesday 1 and Wednesday 3 November attracted nearly 3,500 attendees when it was last held in […]
CashCalc and Wealthcraft launch integration tie-up
Cashflow modelling software provider CashCalc and the new Morningstar-owned platform Wealthcraft, formerly Premium, have launched two way integration via an API to improve connectivity and save Financial Planners time. The new connector was mainly built by Wealthcraft using the CashCalc Open API. CashCalc, part of FE Fundinfo, says the integration is aimed at helping advisers […]
Lessons I learned starting up a wearable tech business
Clint Jensen, co-owner of start-up 3D printing footwear business ‘3D Able’, talks to us about his new business venture and what it took for him and his business partner, Richard Nizielski to get their idea off the ground. Both Clint and Richard are former professional speed skaters with backgrounds in sports shoe design and manufacturing. […]
Lessons I learned starting up a wearable tech business
Clint Jensen, co-owner of start-up 3D printing footwear business ‘3D Able’, talks to us about his new business venture and what it took for him and his business partner, Richard Nizielski to get their idea off the ground. Both Clint and Richard are former professional speed skaters with backgrounds in sports shoe design and manufacturing. […]
Navigating retirement in the time of inflation
How Do a Debit and a Credit Fall in Love? The Matching Principle in Accounting
If you’ve ever sent an invoice to someone who planned to pay later, you’re probably using accrual accounting. It can be hard to keep track of finances when you’ve accrued payables and liabilities. But, using the matching principle can help you stay organized. The matching principle in accounting states that you must report expenses in […]