We are pleased to share the key findings from our study of the accounting and bookkeeping sector in Aotearoa New Zealand. The State of the industry report 2023 is the first of its kind in Aotearoa New Zealand and benchmarks the industry, highlighting key trends, challenges, and opportunities faced by accounting and bookkeeping professionals. Despite […]
Archives for 2023
Managing Outsourcing Of SEO (Search Engine Optimization) For A Financial Advisor
When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency. Different strategies have different Client Acquisition Costs (CACs), in terms of both hard-dollar marketing expenses and the cost of the advisor’s time spent on the strategy, and an efficient market strategy is one that […]
ESG investment declines in popularity
The popularity of ESG investing is declining according to the annual ESG Attitudes Tracker from the Association of Investment Companies. However a majority of private investors (53%) still say they consider ESG factors when investing. But that is a notable fall from the 65% of investors who said they considered ESG when investing in 2021 […]
Weekend Reading For Financial Planners (October 7-8)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, […]
Editor’s Comment: Planners’ ‘secret sauce’ is revealed
Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception. More than 300 people, including me, attended the event held in the picturesque Wotton House hotel and conference centre near Dorking in leafy Surrey. Everyone seemed very busy and pleased to be there. […]
4 in 10 Londoners face poverty in retirement
London is among the worst UK regions for predicted post-retirement financial struggle, a new study by Scottish Widows has predicted, writes Emily Berry. According to the study, nearly four in 10 retirees in London, Scotland, the North East and East of England will struggle to meet minimum living costs in retirement. The study suggests 39% […]
Dynamic Planner integrates with Curo
Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice. The integration will enable advisers to move client data and reports between Curo and Dynamic Planner. Dynamic Planner said the integration will remove room for error as well as making it easier for advisers to provide clients with the information they […]
LPL’s Linsco channel grew AUM sevenfold in 4 years. What’s next?
LPL’s employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here’s how that move happened and where Linsco goes from here.
Goldman fires legal barrage to enforce nonsolicitation deals ahead of sale to Creative Planning
The Wall Street giant is seeking to enforce contract clauses meant to keep former employees from working for rival firms or reaching out to clients for six months.
Aaron Klein announces AI for advisors, dollars for vulnerable children at Fearless Investing Summit
A new name, new tools and more than $50,000 for kids in Ethiopia gave the leader of the wealthtech firm formerly known as Riskalyze plenty of reasons to smile this week in Miami.