Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about. Should clients pay off their mortgage before they retire?Seniors don’t need to eliminate their home mortgage before they retire to secure their retirement, according to this Yahoo Finance article. That’s because investing the money could mean better returns than […]
Video KYC (V-CIP) – How Video KYC Work?
Video KYC (V-CIP) is a video-based KYC facility. RBI has amended Know Your Customer (KYC) norms for banks and other financial institutions. As per new norms (released in Jan 2020) Digital KYC (Video-based e-KYC) is allowed. Now, you need not visit the bank personally for KYC. A remote video customer identification process (V-CIP) will help […]
New Income Tax Return Forms (ITR) – AY 2020-21 – Changes
New Income Tax Return forms ITR1 – SAHAJ, and ITR4 – Sugam for AY 2020-21 (FY 2019-20) is notified by the income tax department. The new ITR forms are currently available on the Income Tax website in PDF format. The Java-based tax preparation utility is not yet released. This time the income tax department has […]
4 Steps to Achieve Your Desired Business Outcomes
At some point in their career path, advisers might look at the success of their peers and wonder, “Why aren’t great things happening for me, too?” Some examples might be a colleague taking over a multimillion-dollar 401(k) plan or landing a large roll-over or insurance account. While you may believe that luck has something to […]
Best Micro Jobs Websites to make money online in 2020
Micro Jobs is one of the easiest ways to make money online. Micro Jobs can help you to generate a reasonable monthly income. You just need to utilize your skills in the micro-job and you can make money by sitting at home. Micro Jobs are freelancer type jobs such as freelance writing, editing, graphic creation, […]
Be Wary of Lead-Generation Adviser-Matching Services
Advisers looking to grow their business are always interested in finding new clients, but almost universally, advisers hate prospecting. Most of them don’t have the time, skill or interest to do the marketing on their own, which is why lead-generation services have become more popular. In fact, these services are banking on demand and specifically […]
Tremor International looks to boost video advertising with News Corp deal
(Reuters) – Marketing firm Tremor International Ltd said on Monday it has agreed to buy video advertising firm Unruly from News Corp, looking to bolster video services by tapping into the Rupert Murdoch-owned firm’s vast network of clients. The London-listed firm said as part of the deal, it would issue about 6.91% of its voting […]
Russia begins TurkStream gas flows to Greece, North Macedonia
SOFIA (Reuters) – Russia has started European gas deliveries through the new TurkStream pipeline to Turkey, Bulgaria’s Bulgartransgaz said on Sunday, as Moscow looks to reduce shipments via Ukraine. Russia is building TurkStream and doubling the capacity of NordStream across the Baltic Sea to Germany as part of plans to bypass Ukraine in its gas […]
New M&A target for RIAs? Accounting firms
Accounting firms may be the next acquisition target for fast-growing RIAs. Mariner Wealth Advisors, a $31-billion RIA based in Overland Park, Kansas, inked deals to buy two tax practices. More such deals may be on the way, according to industry consultants. “The shift is to a more robust family office services platform and the trend […]
10 Best Stocks 2020 recommended by Stock Experts
Best Stocks 2020 – The calendar year 2019 was a strong year for the stock market. Sensex rallied over 10% in 2019. In terms of touching new height, it was a historic year. Sensex touched 41800 levels whereas Nifty could reach 12300 levels. As per experts the year 2020 will a great year for the […]