Entrepreneurship is huge for millennials. Many of my clients run their own businesses, side hustles, or are thinking about quitting their day job to live the life of an entrepreneur. I’ve long since given up a commute and a cubicle for the freedom to work from anywhere in the world. Follow any business guru on […]
Russia is ready to fulfil OPEC+ deal in January – Ifax
MOSCOW (Reuters) – Russia is ready to comply with the OPEC+ oil output cut deal in January, Russia’s Interfax news agency quoted Energy Minister Alexander Novak as saying on Wednesday. “Naturally, we have our obligations, we will fulfil them,” he said. OPEC+ has been capping its output since 2017 to balance out supply and demand […]
CPI rate drops from 1.5% to 1.3% in December
The CPI rate of inflation fell from 1.5 % in November to 1.3% in December, ONS reported today. The wider Consumer Prices Index including owner occupiers’ housing costs (CPIH) 12-month inflation rate was 1.4% in December 2019, down from 1.5% in November 2019. Both rates are at their lowest levels since 2016. With poor recent […]
Clients can avoid paying half their retirement income to the IRS. Here’s how
Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about. Clients can avoid paying half their retirement income to the IRS. This is howRetirees must determine the type of retirement accounts that have RMDs, according to this Yahoo Finance article. After making this determination, clients are then advise to […]
Nontransparency may be a game changer for the fund industry
American Century Investments was the first asset manager to get SEC approval to register a nontransparent ETF last year. A wave of greenlights followed for firms including T. Rowe Price, Natixis and Fidelity. Unlike the traditional ETF, this new fund can trade without daily disclosure of its securities holdings. Asset managers and experts spoke with […]
Focus on the Future: How to Be A Successful Financial Planner in 2030
Defining how to create a successful practice in 2030 is an ambitious undertaking, one that probably makes you uncomfortable. There are forces at work that are changing not just the landscape of our profession, but the very lives we live and the way we live them. Today’s consumers have been conditioned to receive precisely what […]
Focus on the Future: How to Be A Successful Financial Planner in 2030
Defining how to create a successful practice in 2030 is an ambitious undertaking, one that probably makes you uncomfortable. There are forces at work that are changing not just the landscape of our profession, but the very lives we live and the way we live them. Today’s consumers have been conditioned to receive precisely what […]
Renault, Nissan say alliance not headed for break-up
TOKYO/PARIS (Reuters) – Shares in Renault recovered some lost ground on Tuesday after the French carmaker and its Japanese partner Nissan Motor rejected media reports that their alliance was in danger of being dissolved. Growing concerns about the state of the 20-year old French-Japanese alliance, forged by former boss turned fugitive Carlos Ghosn, had sent […]
FCA to return £2.5m to UCIS ‘land banking’ victims
The Financial Conduct Authority has secured High Court approval to return £2.5m to victims of a series of unauthorised collective investment schemes (UCIS). Between 2005 and 2010 around 800 people invested £32.8m in unauthorised collective investment schemes connected to land banking – selling parcels of land to investors. The schemes were established and operated by […]
Arogya Sanjeevani Policy – Standard Health Insurance Policy – Review
Arogya Sanjeevani Policy is standard health insurance policy proposed by IRDAI. Let’s take a look at features and benefits offered by Arogya Sanjeevani Policy. As you are aware that the cost of medical expenses is skyrocketing and one cannot afford to live without health insurance. When you decide to buy a health insurance policy, you […]