What advisers need to know about the new employee retention credit
Advisers need to grasp the Employee Retention Credit, in order to better inform their clients and make better decisions for their own businesses.
February 26, 2021 2 MINS
As the new year barrels ahead, changes are coming, along with a new stimulus package. The newest bill settles in at more than 5,000 pages, so advisers can forgive themselves if they don’t feel like they know everything it covers.
In this column, I will help to demystify one critical element included in the new stimulus package; The Employee Retention Credit, in order for advisers to better inform their clients as well as make better decisions for their own businesses.
The use of new technologies and solutions will mean fundamental shifts in the financial services industry
December 22, 2020 6 MINS
Shutdowns, working from home, distance work arrangements and social distancing accelerated the adoption of a number of technologies for financial advisers. I’ve heard this statement numerous times from fintech CEOs and leaders: “Adoption is the next innovation.”
With the adoption of new technologies and solutions comes fundamental shifts in the financial services industry. Just look at this year many advisers and clients might not return fully to in-person meetings after having adopted technologies for distanced meetings and communications.
This change opens up the geographical market for advisers and consumers, in essence shifting the landscape of which clients you can serve and who you should be marketing to as an adviser. Let’s look at how some other technology adoptions in 2021 could shift the landscape for financ