UK savers and investors’ priorities are shifting from using finances to enjoy life to ‘just getting by’ due to the cost-of-living crisis gripping the nation, according to a new report. Women are more likely to be prioritising meeting the rising cost of living, according to the report from Aegon. A third (33%) of men said […]
Archives for 2022
Dodging ghosts, wooing zombies: A ‘dating’ guide to converting prospects
Drafting RIA Advisory Agreements: Best Practices And Essential Elements To Include
Advisory agreements for Registered Investment Advisers (RIAs) contain many sections that are important both for the purposes of complying with SEC and state securities regulations, and for constituting a valid agreement between the RIA and the client. In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal […]
Hands off: The 10 top-performing passive funds of the decade
Novia turns to Investec for new CTO
Adviser platform Novia has hired former Investec Wealth & Investment CTO Eden Scrivenger as chief technology officer. She will join the platform next month. Ms Scrivenger brings over 18 years of experience in financial services including senior roles at M&G, Friends Life Investments, Pictet Asset Management and Axa UK. She will be responsible for delivery, […]
What Is IRS Form 1099?
Did you pay any vendors this year? There are many types of payments, ranging from rents to prizes and awards. And if you did pay a vendor, you might be required to file Form 1099-MISC. So, what is IRS Form 1099? What is IRS Form 1099? IRS Form 1099 is a series of tax form […]
Changing Accounting Software? Here’s What You Need to Know Before Making the Switch
As a small business owner, you already have enough on your plate. There’s no reason to hold on to accounting software that doesn’t meet your needs. Changing accounting software can make your business’s day-to-day run smoother than ever. So, how do you do it? Read on for the scoop. Reasons for changing accounting software There’s […]
Don’t Let These State Tax Systems Slip Your Mind
If you’re a business owner, employer, or both, you need to know what’s going on in your state. There are many state tax systems that you must follow to remain compliant and avoid penalties. So, how can you possibly keep up? Brush up on the systems and your responsibilities below. 5 State tax systems If […]
The Secret to a Successful Startup? Focus on Accurate Financial Records
Studies show that many startups are not handling the financial side of business correctly. This is a big mistake that can hinder growth.
