Archives for 2023
Weekend Reading For Financial Planners (Jan 14-15)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry. In the advisor world, where noncompete agreements […]
Editor’s Comment: Pensioners facing tax pain
Sometimes it’s the lesser stories of the week which make you think the most. Our story this week about the number of older people submitting tax returns made me pause for thought. It’s been a common misconception now for many years that due to an ageing population younger people will pick up far more […]
Experts urge caution over surprise 0.1% GDP rise
Latest government figures out today which show a rise in GDP of 0.1% should be treated with caution, investment experts say. The rise means that the UK may avoid a technical recession – two quarters of negative growth – at least for the time being. Industry experts say that while the unexpected UK growth in […]
16% of over-65s submitting tax returns
Latest data from HMRC has revealed that many more pensioners are filing tax returns than younger taxpayers. Those aged 65 and over accounted for 16% of all individuals who submitted a tax return in 2020/2021 compared to just 2.7% of 16 to 24 year olds. More than 1.8m people aged 65 and over submitted a tax […]
A $2.5B branch moves to Cetera for RIAs, flexibility and growth
Additional Benefits of Franchise Bookkeeping Services
When you own and run several franchises, you may find bookkeeping to be the stressful part of your job since each of your franchises has to keep up with their own records. You could hire an HR person for each of your stores but that could get expensive. There are several reasons why it is […]
Three things you may not realise about Xero
At Xero, our aim is to make life easier for accountants, bookkeepers and small businesses. And we understand that there’s a lot to get your head around, so we’ve shared three key facts about Xero that both new and experienced accounting and bookkeeping users may not have realised. Moving clients to Xero can be efficient […]
Evelyn makes senior hires in Scotland
Wealth manager and Financial Planner Evelyn Partners has appointed David Rankin as a new managing partner in Scotland, covering its Edinburgh and Aberdeen offices. Mr Rankin has more than 30 years’ wealth management experience and joins Evelyn from Investec’s Edinburgh office where he was a senior wealth planning director. For the last decade he […]
Kitces & Carl Ep 103: Balancing Client Responsiveness With The Proactive Sledgehammer Of Value
As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients. And while providing fee-only advice or highlighting service as a fiduciary may have once been a fair differentiator, these services are now often considered table stakes, […]