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Archives for January 2023
Fintech Altus rebrands as Equisoft after takeover
Fintech Altus is to rebrand as Equisoft following its takeover by the global financial services software firm Equisoft. Altus says that while names are changing there will be no change to products and services. {loadposition hidden2} The name change will take effect starting 24 January. Business areas moving under the Equisoft name include: •Altus Transfer […]
Clients ditch advisors who are bad communicators. Here’s what to do
Is Private Debt Worth Considering As An (Alternative) Asset Class In Client Portfolios?
Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market. However, less well-known is the related but distinct asset class of private debt, […]
Morgan Stanley books record quarter and year for wealth management
Chartered Planner acquires London Planning firm
Expanding Chartered Planner HFMC Wealth has acquired central London-based Chartered Planner firm R&S Financial Planning. HFMC says the deal will strengthen its London office and increase its HNW client base. R&S Financial Planning client-facing staff will be retained by HFMC. R&S founder Vince Lane will continue to oversee his key client relationships and the team […]
#FA Success Ep 316: Building A COO Society To Help Advisory Firms Scale Up Their Efficiency, With Matt Sonnen
Welcome back to the 316th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Matt Sonnen. Matt is the founder & CEO of PFI Advisors, a consulting firm based out of Redondo Beach, California, that assists wirehouse advisors with the operational transition support they need to break away, and trains and […]
Freelancing mistakes and how to easily avoid them
Diving into the freelancing world for the first time is a rewarding adventure. However, the ease of which you can make whopping mistakes may surprise you. These simple freelancing mistakes can spell serious trouble down the track, so pay heed. While it’s easy to misstep, it can be just as simple to avoid these mistakes […]
How to protect your clients from scams and fraud
Why we’re proud to be one of Canada’s great places to work
At Xero, we take pride not just in the work that we do every day to help accountants, bookkeepers and small businesses around the world, but also in how we try to create a workplace culture where our people love coming to work each day. This is why we’re incredibly proud to now be certified […]