The annual cost of a comfortable retirement has increased by nearly a fifth in the last two years as average spending by retired households climbs to £23,675 a year, new analysis of the latest Government data has shown. Pension provider iSIPP said retired households aged between 65 and 74 now spend £455.30 a week, adding […]
Archives for July 2023
6 ways to gain a competitive edge in a changing bookkeeping landscape
Alex Alexandrou, General Manager of Reckon, chats about emerging trends in bookkeeping and how to get a genuine edge. In an industry that’s being rapidly shaped by technology and changing practices, keeping yourself sharp and competitive is key to thriving. Here, Alex breaks down his 6 top tips for staying relevant in the bookkeeping and […]
1 in 5 Americans don’t think they’ll ever retire, study finds
For decades, Americans have been retiring later and later in life. Now 20% of the population is giving up on the idea altogether.
Academic Research Vs Industry Experience: Evaluating The Value Of Practice Management Advice
As a financial advisor, there are many potential sources of advice on running a practice and serving clients, from fellow advisors to coaches to academic researchers and others. Sometimes, it can be tempting to rely solely on the advice of those with an ‘in-the-trenches’ perspective, as these individuals have actually lived out a similar experience […]
LifeSight links with Octopus to offer money guidance
LifeSight, the defined contribution master trust owned by Data analysts WTW, has partnered with Octopus Money to provide one-to-one money guidance for its members to support their financial wellbeing. They will receive support tailored to their personal circumstances, as well as access to group webinars and other resources to support longer-term Financial Planning. The one-to-one support will allow LifeSight […]
Using AI to help advisors find the right words
Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.
Kenvue CEO says consumers are spending on brand-name health products even as they pull back in other areas
Thibaut Mongon’s remarks follow Kenvue’s second-quarter earnings beat, which was fueled by resilient demand for brands like Band-Aid, Tylenol and Aveeno.
Your Taces: Israeli accounting bodies should shake up these matters – The Jerusalem Post
Your Taces: Israeli accounting bodies should shake up these matters The Jerusalem Post
7 key tax questions about paying off student loan debt
Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.
Weekend Reading For Financial Planners (July 22-23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Charles Schwab’s latest annual RIA Benchmarking Study shows that while average firm assets under management fell in 2022, due largely to weak market performance, organic growth remained strong, mitigating a portion of the market effects […]