When a new year comes around it is often customary to set new personal and professional goals. Yet, in the midst of the tradeoffs that come with balancing new goals and their required behaviors, the challenge of creating sensible targets with flexibility and grace can be confounded by the reality of living in a world […]
Archives for 2024
Business news wrap for January!
What’s been cranking in the world of business in the early stages of 2024? We rounded up the top business news for the month of January. Let’s dive in… Revised Stage 3 tax cuts to benefit the overwhelming majority of Australians. Almost every Australian will be receiving a tax break in the upcoming stage three […]
LPL’s Rich Steinmeier on Prudential, AI, tax and ‘reimagining’ the firm
The firm’s recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD.
Study: IRS could collect billions more with full funding
A study shows that the Service can collect $561 billion in tax revenue over 10 years if it receives the funding from the Inflation Reduction Act of 2022 as written.
Progeny adds CFO as firm plans to boost growth
Financial Planner and professional services firm Progeny has appointed Tom Wood as its new chief financial officer as the firm looks for options to speed up growth. He brings over 25 years of experience in financial services, including leading change and growth within private equity-backed businesses. Former roles include CEO and CFO of Shawbrook Group, […]
Fact, Situation, Feeling – Using The Iceberg Follow-Up Model To Connect With And Motivate Clients
The need for financial professionals to ask prospects and clients questions has a long history in the industry. In earlier days, questions simply facilitated the process of gathering information in order to open accounts and recommend the appropriate products to be sold. However, as the industry evolved from being primarily transaction-based to relationship-based, it has […]
Ford Q4 earnings: $526 million loss on special accounting charge – Automotive News
Ford Q4 earnings: $526 million loss on special accounting charge Automotive News
UBS’s wealth goal: $5T under management in 5 years
The Swiss firm reports strong asset inflows for the year but still struggles with low profit margins in the U.S.
Types of Business Structures
As a small business owner, one of the first decisions you make is deciding between the different types of business structures. But, choosing between business structures can be intimidating and confusing. Before you decide what business structure type to use for your small business, understand your options. Types of business structures The type of business […]
AICPA’s member insurer to cover BOI work for accounting firms
CNA, which has policies with 25,000 AICPA member accounting firms, said in a statement last week that its professional liability policies generally will cover work services associated with the Corporate Transparency Act, which includes rules for BOI reporting.