Guest post by AON An overview of key policy and cover types, best practices for choosing the right policy and making claims. Business insurance is a purchase you should make, not necessarily one that you want to. But it’s also no understatement that a lot can go wrong while running your business – despite your […]
Archives for 2024
Forensic accountant discusses South Carolina’s budget error – Fox Carolina
Forensic accountant discusses South Carolina’s budget error Fox Carolina
Balancing Stress Management and Business Growth
Running a business can be a lot! Each day can bring a new problem to solve and stress can be common. For small business owners, navigating stress isn’t just about personal well being – it’s a crucial aspect of sustainable business growth. Let’s explore the intricate relationship between business success and the management of stress; […]
Carson Group brings on Envestnet’s Dani Fava and LPL’s Heather Randolph Carter
Carson Group has snagged two powerhouse leaders in tech and wealth management on the heels of former CEO Ron Carson’s departure and the naming of Burt White to the top role.
Strategies for Minimizing Data Entry Errors in Accounting
Mistakes happen all the time—just look at your phone the next time you’re texting someone or putting in your password. Entering numbers in your books is no different. Data entry errors are common, but unchecked mistakes can quickly tank the accuracy of your books. A data entry error can lead to incorrect financial statements, inaccurate […]
Ameriprise to pick up $2B credit union program from LPL
Kinecta Wealth Management, the wealth arm of Kinecta Federal Credit Union, will switch firms by the end of the year.
In The Long Run, Stocks Outperform Bonds… Or Do They?
Financial advicers are intimately familiar with the phrase, “Past results are not indicative of future performance.” Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental […]
Equity Release Council enhances guide for advisers
The Equity Release Council, the trade body for equity release providers, has published a new Consumer Duty-friendly guide to help financial advisers communicate more clearly and simply with clients about equity release. The Council said the handbook would help advisers ensure their communications are “clear, fair and not misleading” as required by the FCA’s new […]
Number facing financial struggle falls by 3.5m
The number of people struggling to meet financial commitments has fallen by 3.5m since last year, according to new figures published today by the FCA. Its latest research for its long term Financial Lives study found that 7.4m people were struggling to pay bills and credit repayments in January, down from 10.9m in January 2023. […]
Dynasty makes its case to RIAs with a look under the hood
The platform provider offered up rare transparent data about financial advisor payouts and the cost of its technology amid an accelerating race for top talent.