The Association of British Insurers (ABI) has warned the Government that proposals to introduce lifetime ‘member choice’ pension pots risk undermining the success of automatic enrolment. The proposals could fundamentally alter the role of the employer and damage outcomes for savers, the provider trade body has warned. Under the ‘member choice’ lifetime model, being floated by the […]
Archives for April 2024
Half of wealth managers see national debt as America’s ‘most urgent’ problem
More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country’s ability to pay its bills.
The Accountant Shortage Is So Bad That It’s Delaying Key Reports at Companies Like Tupperware
Accountant staffing issues are becoming an operational headache with no signs of abating.
Zoom and Salesforce stand to benefit from Microsoft’s unbundling of Teams and Office
Microsoft’s decision to untie its Teams communications app from Office bundles is a potential boon for rivals Zoom and Salesforce.
Stambaugh Ness Adds Left Brain Professionals – CPAPracticeAdvisor.com
Stambaugh Ness Adds Left Brain Professionals CPAPracticeAdvisor.com
The Latest In Financial #AdvisorTech (April 2024)
Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news of an emerging wave of price increases from […]