Your Taces: Israeli accounting bodies should shake up these matters The Jerusalem Post
7 key tax questions about paying off student loan debt
Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.
Weekend Reading For Financial Planners (July 22-23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Charles Schwab’s latest annual RIA Benchmarking Study shows that while average firm assets under management fell in 2022, due largely to weak market performance, organic growth remained strong, mitigating a portion of the market effects […]
Editor’s Comment: Weeding out the rotters
One thing that has always disappointed me about financial regulation is how many rotters are allowed to get involved in financial services in the first place. That may be changing, finally, as the FCA moves towards a much more interventionist and proactive policy on those wanting to be regulated individuals and run regulated firms. Not […]
Benchmark buys 32-adviser Swindon Planner
Schroders’ Benchmark Capital arm is to acquire 32-adviser, £755m AUM Swindon-based Unique Financial Planning. The deal is for an undisclosed sum. Benchmark has acquired several Financial Planning firms in recent times and supports more than 1,000 financial advisers with platform assets of over £18bn. In November Benchmark acquired a 49% stake in West Midlands-based Chartered […]
$3M fraud scams defrauded seniors and the U.S. government
In one case, an ex-advisor is accused of defrauding clients with disabilities and spending their money on casinos and adult entertainment, among other things.
Xero’s D&I commitment and support of the Indigenous Voice to Parliament in Australia
Xero’s commitment to diversity and inclusion (D&I) across our global business extends to championing D&I in the communities in which we operate, including Indigenous communities globally. We believe driving better D&I outcomes can help amplify our positive impact on the world. This commitment aligns with our values and our purpose to make life better for […]
Goldman’s wealth management unit shows dip amid tough quarter
The Wall Street giant struggles amid plans to rely less on its own balance sheet and more on fees from managing others’ investments.
AI is not the enemy of accounting, but an enabler of progress – Accounting Today
AI is not the enemy of accounting, but an enabler of progress Accounting Today
IAR CE: Continuing Education Requirements For Investment Adviser Representatives And How Different States Adopt NASAA’s Model Rule
Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g., CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE […]