After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.
Archives for November 2023
Super clearing house
While every employer is required to make superannuation payments to their staff, the process of making those payments can be draining on the resources of business owners. This is where a superannuation clearing house service is invaluable. What do you, as a small business owner, need to know about choosing a clearing house to ensure […]
Xero’s H1 FY24 financial results: Evolving Xero to deliver on our global aspirations
Today we announced Xero’s half year financial and operating results to 30 September 2023 (H1 FY24). The results highlight our continued strong revenue growth, which contributed to Xero’s emerging profitability. The strong operating results saw operating revenue up 21% (20% in constant currency (CC)) to $799.5 million. This, along with disciplined cost management and restructuring […]
Helping Hesitant Clients Boost Their Retirement Spending
Retirement is often framed as one’s “golden years”, a time to enjoy the fruits of several decades of hard work. And for many retirees who have planned accordingly, this transition is not a problem as they might spend generously on travel, hobbies, or other pursuits. Nevertheless, some retirees can find it emotionally challenging to bring […]
SIPP provider Alltrust launches white-label platform
Alltrust has partnered with Platform One to launch a white-label investment and custody platform. The platform will include all of Alltrust’s products available to UK advisers including SIPPs, family pension trusts, and SSAS. The platform price will be 10 basis points. The brokerage, custody, front and back end technology, and pension administration will be provided […]
IRIS 1099: What to Know About the Information Returns Intake System
Do you need to file Form 1099-NEC, Nonemployee Compensation, Form 1099-MISC, Miscellaneous Information, or another 1099 type? You can use the IRS’s Information Returns Intake System (IRIS) to e-file 1099s. Here’s what to know about IRIS 1099 filing. What is IRIS 1099? The Information Returns Intake System, IRIS, is a free platform that businesses can […]
#FA Success Ep 358: Accelerating Growth By Asking For Referrals After Celebrating Shared Success With Clients, With Veronica Karas
Welcome back to the 358th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Veronica Karas. Veronica is a Senior Financial Advisor at CAPTRUST and works from the RIA’s Lake Success, New York, office, where she oversees $360 million in assets under management for about 200 client households. What’s unique about Veronica, […]
Xero Beautiful Business Fund: Congratulations to our partner referral winners!
Wow – what an amazing response we’ve had to the Xero Beautiful Business Fund! There are truly some incredible small businesses out there in the world, and some wonderful accountants and bookkeepers who support them. Thank you to everyone that has applied, and for helping get the word out and encouraging small businesses to get […]
Xero welcomes new members to Aotearoa New Zealand’s Partner Advisory Council
Xero has the pleasure of welcoming seven new members to its new Xero Partner Advisory Council (XPAC). The XPAC has been reintroduced into Aotearoa and is made up of a diverse panel of accountants and bookkeepers who are both thought leaders and trailblazers for the needs of the sector. The latest members are as follows: […]
The Latest In Financial #AdvisorTech (November 2023)
Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Practice Intel has launched a new “growth […]