The proportion of deaths subject to Inheritance Tax (IHT) could nearly double from 5.1% to 9.5% by the end of the decade after the Budget changes, Office of Budget Responsibility (OBR) figures appear to suggest.
Archives for November 2024
2024 Election: Evaluating The Impact Of A (Likely) Republican Trifecta On The TCJA Sunset And Tax Planning
With Republicans appearing to have secured a sweep of the White House and both chambers of Congress, the most immediate question for many financial advisors and their clients is what impact the election results will have on the scheduled expiration of the Tax Cuts & Jobs Act (TCJA) at the end of 2025. At a […]
FINRA eyes member fee increases to combat budget deficits
Big firms would be paying $415,000 a year more by 2029, while most brokers would see a far smaller hit.
How to Leverage Strategic Pricing for Your Small Business
Businesses depend on their profits to survive. As a small business owner, you need to be diligent in your efforts to turn a profit for your company. One way your business can make money is through strategic pricing. What is strategic pricing? Businesses use strategic pricing when deciding how to price products or services. The […]
#FASuccess Ep 411: Getting Clients Comfortable With Market Risk Using A More (Options-Based) Measured Risk Approach, With Larry Kriesmer
Welcome everyone! Welcome to the 411th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Larry Kriesmer. Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor […]
Aggregate DB surplus rises to £485bn, says PPF
The aggregate surplus of DB pension schemes increased to £485.1bn at the end of October, according to the latest Pension Protection Fund (PPF) 7800 Index.
What Trump’s re-election means for portfolios, Fed rate cuts
After yet another rate decrease, Federal Reserve Chair Jerome Powell remained defiant after Election Day, telling reporters he would not resign.
Director fined £1.1m and banned for misusing funds
The Financial Conduct Authority has banned company director Leigh Mackey from working in financial services and fined him £1,102,879 for misleading the FCA and misusing funds due to insurers.
How Outsourcing Marketing Can Unlock Growth Potential For Advisory Firms: Key Steps For Choosing The Right Provider
To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. Marketing activities such as brand development, event planning, and content strategy often demand skills outside advisors’ typical expertise and […]
Big bonuses likely for Wall Street CEOs after Trump win
Market jumps tied to Trump’s presidential election win have Goldman Sachs’ David Solomon and JPMorgan’s Jamie Dimon in line for tens of millions of dollars in bonuses.