Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone. Which suggests that building trusting relationships with their clients and […]
Archives for 2024
Chubb Ltd Chief Accounting Officer Annmarie Hagan Sells 7,180 Shares – Yahoo Finance
Chubb Ltd Chief Accounting Officer Annmarie Hagan Sells 7,180 Shares Yahoo Finance
Five cash flow trends impacting small businesses
Over the last 12 months, we’ve surveyed over 4,500 small business owners across the globe to find out how they’re managing cash flow amidst macroeconomic conditions such as high inflation and interest rates. The survey findings became a series of Money Matters reports that were released in Australia, Canada, New Zealand, Singapore, the United Kingdom […]
10 key regulatory issues facing wealth management this year
A report from the Investments & Wealth Institute’s journal explains the most important pending proposals from the SEC, the Labor Department and other regulators.
Epstein’s Longtime Accountant Sheds Light on Disgraced Financier’s Businesses – The New York Times
Epstein’s Longtime Accountant Sheds Light on Disgraced Financier’s Businesses The New York Times
2023 shatters all-time record for annuity sales
Total annuity sales easily eclipsed 2022 — which had set an all-time record.
Hundreds of students to compete in SIU’s Accounting Challenge Feb. 2 – SIU News
Hundreds of students to compete in SIU’s Accounting Challenge Feb. 2 SIU News
Using A Testamentary Charitable Remainder Unitrust (T-CRUT) To Give Twice To Both Loved Ones And Charitable Organizations
In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called “Death of the Stretch” arguably received the lion’s share of consternation from the financial advisor community. Under the new law, non-spouse beneficiaries (with few […]
SJP to launch first national TV ad campaign
Wealth manager St James’s Place (SJP) will launch its first ever national TV brand advertising campaign this year to promote the benefits of financial advice. The campaign will build on SJP’s current slogan: ‘Embrace your tomorrow.’ The campaign will run across multi-media and multi-channels including TV. SJP says it will champion the value of trusted […]
Navigating Overwhelm
Running a small business is undoubtedly rewarding, but it comes with its fair share of challenges and navigating overwhelm is one of them. If you’re starting to feel overwhelmed, here’s a game-changer for you: implementing effective financial systems throughout your business not only helps reduce the overwhelm, but they give you valuable insights into your […]