Choosing education after high school is a significant undertaking that has financial implications on the rest of a student’s life. Here are six steps your clients’ students can take while they’re still in high school to make the optimal choice for themselves. 1.) Do Research Student Loan Hero reports that doing research should include talking […]
SimplyBiz revenue jumps 24% after Defaqto takeover
Adviser support group SimplyBiz has reported a 24% jump in revenue for the year ended December following its takeover of Defaqto in March 2019. SimplyBiz , headed by industry veteran Ken Davy, bought ratings and adviser fintech provider Defaqto for £74.3m and says the acquisition has significantly increased the scale of the group. In a […]
Airbus agrees to settle corruption probes with U.S., France, UK
PARIS (Reuters) – Airbus (AIR.PA) has agreed in principle to a settlement with French, British and U.S. authorities over an investigation into allegations of bribery and corruption, it said on Tuesday. The European planemaker has been investigated by French and British authorities for suspected corruption over jet sales dating back over a decade. It has […]
Your client got a raise? Here’s how to keep them focused on retirement
Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about. Advising clients after they get a raiseReceiving a raise could be counterintuitive for clients, as a salary increase can complicate retirement planning if they boost their lifestyle instead of their savings, an analysis by Morningstar found. The phenomenon known […]
CFP pioneer Jervis is new East Midlands CISI President
Well known Financial Planner Andy Jervis CFP, one of the first people in the UK to achieve CFP status, has been appointed by the CISI as President of its East Midlands branch. The veteran planner, who is chairman and founder of Chesterton House Financial Planning in Loughborough, takes over from David Spokes Chartered FCSI of […]
How to Unfreeze Your Frozen NPS Account?
NPS (National Pension Scheme) is the most popular investment option for tax-saving and retirement. You can claim additional tax benefits under section 80CCD for contribution to the NPS account. I opened my NPS account last year. A few days back I received one SMS – “You have not contributed Rs.1000 in FY 19-20 in your […]
U.S. Treasury chief Mnuchin says optimistic about U.S.-UK trade deal
LONDON (Reuters) – U.S. Treasury Secretary Steven Mnuchin said that he was optimistic the United States and Britain, soon to be out of the European Union, would strike a trade deal this year and that he had discussed it with Britain’s finance minister on Saturday. U.S. President Donald Trump is keen for progress on trade […]
The tough math of market losses
Last year was a great run for the S&P 500. Its 12-month total return of 31.49% was over three times higher than its 50-year average annualized return of 10.60%. So how about this year? There are interesting patterns to note. Shown in the graph “S&P 500: past 50 years” are the annual returns of the […]
10 Best Wholesale Business in India
Wholesale Business is one of the most profitable business option in India. Wholesalers purchase products from manufacturers at a lower rate and sell it to distributors and retailers at a higher price. They keep a higher profit margin and make a lot of money. Due to the higher volume and fat profit margin, most of […]
How you can help your clients cope with a forced retirement
Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about. How to help clients cope with a forced retirementSeniors who are forced to retire earlier than planned could put their financial stability at risk, according to this article from Motley Fool. To reduce the impact of a forced retirement, […]