Archives for 2022
Weekend Reading For Financial Planners (June 4-5)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recent FPA Trends In Investing study that suggests advisor interest in ESG investing might be at a crossroads. While a greater percentage of advisors compared to last year said they plan to increase their use of ESG […]
Weekend Reading For Financial Planners (June 4-5)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recent FPA Trends In Investing study that suggests advisor interest in ESG investing might be at a crossroads. While a greater percentage of advisors compared to last year said they plan to increase their use of ESG […]
Weekend Reading For Financial Planners (June 4-5)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recent FPA Trends In Investing study that suggests advisor interest in ESG investing might be at a crossroads. While a greater percentage of advisors compared to last year said they plan to increase their use of ESG […]
Weekend Reading For Financial Planners (June 4-5)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recent FPA Trends In Investing study that suggests advisor interest in ESG investing might be at a crossroads. While a greater percentage of advisors compared to last year said they plan to increase their use of ESG […]
SEC fights investing ‘gamification’ with fire: its own game show
Optimising accounting technology for remote workplaces
For better or worse, the pandemic has disrupted the accounting industry forever. Dave Francis, General Manager of APS, has witnessed enormous changes industry wide. One of the most significant has been a distinct shift in where work is done. Since the onset of COVID-19, adopting new working patterns has been a necessity for many firms. […]
Finding the Right Solution for Your Bookkeeping Needs
You’re not in business to do bookkeeping, but you’re not in business without it, either.
Margin vs. Markup: Chart, Infographic, & More
Business owners often confuse margin and markup. After all, they both deal with sales, help you set prices, and measure productivity. But, there’s a key difference between margin vs. markup—and knowing this difference is how you can set prices that lead to profits. Unsure about the difference between markup and margin in accounting? We’ve got […]
Kitces & Carl Ep 87: Balancing Optimal Advice With Recommendations That Clients Will Actually Implement
Clients rely upon their financial advisors to provide expert advice that will optimize the possibility of achieving their financial goals. And naturally, advisors want to deliver a plan with the best possible outcomes for their clients. Yet, as advisors come to understand their client and their limitations, they may foresee that the optimal plan may […]