How to Implement Your Insurance Agency’s Strategic Plan?
As the proprietor of an independent insurance agency in Texas, you know very well that the market is changing constantly and is very competitive. Surviving and thriving in this market... Read More
The Future of Banking: JPMorgan Justin Nelson on the Role of Technology in Financial Services
As the Managing Director and Head of the Asset Management and Financial Principals Coverage Team at J.P. Morgan Private Bank in Connecticut, Justin Nelson plays a pivotal role in shaping... Read More
Mediation vs. Litigation in Tax Disputes
Tax disputes arise when there is a disagreement between a taxpayer, whether an individual or a business, and a tax authority like IRD regarding the assessment, calculation, or payment of... Read More
The Mortgage Clinic Reveals Key Insights on UK Housing Market and Mortgage Rates for 2024
Belfast-based mortgage advisory firm The Mortgage Clinic has published an exclusive interview with its founder, Helmut Elstner, offering expert analysis on the UK housing market and mortgage rate trends for... Read More
Over 50% of UK Pension Schemes to Use Pension Fusion for Pensions Dashboards Connection
Ahead of the first pension schemes connecting to Pensions Dashboards in early 2025, over 40 organisations have selected Pension Fusion—the Integrated Service Provider (ISP) developed by ITM and Equisoft—as their... Read More
Andy Mielczarek Steps Down as CEO of Chetwood Financial, Paul Noble Named Successor
Andy Mielczarek, co-founder and CEO of Chetwood Financial, is stepping down after almost ten years of leading the Wrexham-based digital bank. Paul Noble has been appointed as his successor, pending... Read More
Global Stock Market Projected to Reach $127.4 Trillion by 2025, Still Below 2021 Peak
Despite a generally positive outlook for 2024, the global stock market has experienced significant volatility over the past nine months, with marked differences in industry and regional performance. This trend... Read More
New Study Highlights the Severity of the MOT Crisis in Great Britain
MOT Crisis Unveiled: Gophr’s Research Highlights Urgent Challenges for Garages in Great Britain Data analyzed by Gophr, a motor factor delivery partner, has shed light on the severe MOT crisis... Read More
Ramsey Brock: 6 Reasons Building Wealth Is Far Easier Than You Make It Out to Be (and How to Get Started)
Building wealth is often thought of as a major challenge. And quite often, this mindset causes people to falsely assume that they would never be able to build wealth and... Read More
Millennium Consulting Launches New Making Tax Digital Software for Unit4 Financials by Coda
Unit4 Financials by Coda Making Tax Digital (MTD) VAT API Solution Unit4 Elite Partner Millennium Consulting has announced the release of its new Making Tax Digital (MTD) software, MVAT. This... Read More
MoneyPlus Raises Concern Over 915% Spike in BNPL-Related Debt
Debt advisory service MoneyPlus revealed that the growing popularity of BNPL is having a detrimental effect on personal finances. As of January 2024, 41% of new MoneyPlus clients were already... Read More
Timeline and The Pension Lab Unveil Digital Letters of Authority to Solve £442m Adviser Challenge
Timeline has launched an innovative digital solution aimed at solving a problem that costs independent financial advisers (IFAs) hundreds of millions of pounds annually. The Pension Lab, who partnered with... Read More