Transact has scooped the UK Platform of the Year 2023 Award in the Schroders UK Platform Awards held in London last night. More than 500 guests attended the black tie awards evening hosted by broadcaster and writer Kate Silverton for the 14th time. The annual awards were held at the Hilton Park Lane in London’s […]
Archives for September 2023
Top 99 Metro Areas For Accountants And Accounting Degree Grads … – Forbes
Top 99 Metro Areas For Accountants And Accounting Degree Grads … Forbes
How advisors can use the ‘humanity factor’ in retirement planning
Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.
FinCEN posts guide to help small businesses with BOI reporting
A new guide posted by the Financial Crimes Enforcement Network describes BOI rules, answers questions, and provides tools to assist with compliance with the BOI reporting rules.
The Biggest Mystery on Wall Street
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Where’s the Recession? – Biggest mystery on Wall Street. ►Oil Prices – “Surging oil prices could sour soft landing hopes, but it won’t spark […]
‘Tsunami’ of ERC claims required IRS action to halt fraud, experts say
‘Tsunami’ of claims filed for employee retention credit almost 2 years after it ended caught the attention of the IRS. Experts say that required the IRS to take action to halt fraud.
Automatic enrolment expansion bill gets Royal Assent
The Private Member’s Bill to extend auto-enrolment (AE) has cleared Parliament and been granted Royal Assent. The Bill creates powers to scrap the lower earnings limit and reduce the age for automatic enrolment. It was introduced in the House of Commons by Jonathan Gullis MP and taken through the House of Lords by Baroness Altmann. […]
#FA Success Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee, With Jessica Polito
Welcome back to the 351st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jessica Polito. Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. What’s unique about Jessica, though, […]
European carbon accounting startup Plan A raises $27M from VC and corporate heavyweights – TechCrunch
European carbon accounting startup Plan A raises $27M from VC and corporate heavyweights TechCrunch
Here are the 5 best American cities to retire in
In terms of cost of living and quality of life, researchers say these are the five best places to spend one’s golden years — and none of them are in Florida.