The Chartered Institute for Securities & Investment (CISI), the professional body which provides the Certified Financial Planner designation in the UK, has awarded CISI Chartered Firm status to wealth manager AHR Dubai.
Archives for 2024
New RMD Rules For Spousal Beneficiaries Of Retirement Accounts With SECURE 2.0’s “Spousal Election” Option
Among all the different types of retirement account beneficiaries, those who are the surviving spouse of the original account owner receive the most preferential tax treatment when it comes to distributing the account’s assets after the owner’s death. While non-spouse beneficiaries face strict timelines – either starting Required Minimum Distributions (RMDs) the year after the […]
Missing super contributions: what small business owners need to know
Over the last decade, over $41 billion dollars of superannuation payments have gone unpaid. Australian workers rely on their super to enjoy retirement and be financially independent, so businesses across Australia are legally obligated to provide super guarantees for their employees; it is part of the trust between workers and business owners. So, what’s gone […]
Apollo moves to start private credit ETF with State Street
The offering, a mix of liquid credit and private investment, still needs regulatory approval.
#FASuccess Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time, With John Mason
Welcome everyone! Welcome to the 402nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is John Mason. John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. What’s unique about John, though, is […]
FCA launches first crypto criminal prosecution
The FCA has charged the first individual with running a network of illegal crypto ATMs.
What’s new in Xero – September 2024
It’s been a huge three months: we’ve hosted Xerocons in both London and Nashville, and have been hard at work delivering numerous product updates, many inspired by your ideas, requests, and feedback. In last month’s edition we shared how we’re making it easier for you to navigate and tab through fields in invoicing, and in […]
What’s new in Xero – September 2024
It’s been a huge three months: we’ve hosted Xerocons in both London and Nashville, and have been hard at work delivering numerous product updates, many inspired by your ideas, requests, and feedback. In last month’s edition we shared how we’re making it easier for you to navigate and tab through fields in invoicing, and in […]
FCA delays SDR label requirements
The FCA has given firms four more months time to comply with its new Sustainability Disclosure Requirements’ regime and new investment label rules.
Biden aides working on U.S. sovereign wealth fund
The proposal seeks to mirror similar funds used by Norway, Kuwait and Abu Dhabi to support national interests in technology, energy and other industries.