Two financial advisors left JPMorgan Securities and one left Capital Group’s high net worth unit for the fast-growing midsize firm.
Archives for 2023
Kitces & Carl Ep 122: Helping Clients Make Decisions That DON’T Make (Financial) Sense
For many financial advisors, financial planning advice traditionally focuses on optimization: tax-efficient, continually rebalanced portfolios are often designed to maximize a client’s wealth throughout retirement. Such optimization can serve as the backbone of an advisor’s value proposition, providing a bottom-line analysis that communicates why those (not insubstantial) fees are worthwhile at the end of the […]
This AI company wants to help you control your dreams
Prophetic is a tech startup creating what’s billed as the “world’s first wearable device for stabilizing lucid dreams.”
INSIDE Public Accounting Monthly – October Issue Now Available … – INSIDE Public Accounting
INSIDE Public Accounting Monthly – October Issue Now Available … INSIDE Public Accounting
ChatGPT for bookkeepers how to become a marketing machine in 3 steps
In today’s fast-paced digital world, bookkeepers face various challenges when it comes to marketing their services and effectively. Traditional marketing approaches can be time consuming and expensive, leaving bookkeepers searching for other solutions. One marketing solution I use and highly recommend? ChatGPT, an artificial intelligence chatbot. Today, I’ll go over ChatGPT for bookkeepers and how […]
3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More
People often talk about “the economy” as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. In reality, though, the economy is a complex web of interdependent factors where events often make sense only […]
Our new AI-powered contact predictions have arrived
We recently announced at Xerocon Sydney that our team was busy enhancing the AI algorithms that power bank reconciliation in Xero, so it would recognise new contacts in your statement lines (even when they’re not in your contact list). We’re excited to share that this new feature is now live and available to all Xero […]
What are the top 5 reasons for negative cash flow?
Poor cash flow is often cited as the biggest barrier to growth and one of the prime causes of business stress and failure—for entrepreneurs, therefore, it’s no secret that keeping the rivers of cash flowing is the name of the game. So, if you’ve outlaid capital or done the work but have not yet received […]
As Congress weighs Ukraine aid, Biden reassures G7, NATO leaders of U.S. commitment
Biden convened a call with allies to stress the commitment of the United States to Ukraine as hardline House Republicans resist more aid.
New from the IRS: Reduced fee for PTINs, updates to Tax Pro Accounts
The IRS issued rules to reduce the PTIN fee to an $11 user fee plus an $8.75 third-party contractor fee for the next three fiscal years and announced new features for Tax Pro Accounts.