FASB writes accounting rules for crypto — at last Axios
Archives for 2023
Avoiding the ‘loveless marriage’ of a bad M&A deal
Experts dish on the do’s and don’ts of acquisition at the second annual Future Proof conference
Xero Beautiful Business Fund: Ways for accountants and bookkeepers to get involved
Last month on stage at Xerocon Sydney, we announced that applications officially opened for the Xero Beautiful Business Fund. We’re giving away more than NZ$750,000 to eligible Xero small business customers across Australia, Canada (excluding Quebec), New Zealand, Singapore, South Africa, the UK and the US. While this initiative is targeted at small businesses, our […]
Planner beats surgery to lead £8k charity ride
Chartered Planner firm MD Anthony Hoskisson has overcome two knee replacements to organise and take part in a charity bicycle ride he organised to raise money for local underprivileged young people. Mr Hoskisson, who heads Blackpool-based Financial Planning firm Questa, and 30 supporters raised £8,000 for local youth charity Boathouse with the 40-mile ride. {loadposition […]
Outsourcing (Parts Of) The Financial Plan Preparation Process To Boost Solo Advisor Capacity
When a financial advisory firm owner first starts their business, much of their time is spent on finding clients that they can serve. But as they (hopefully) onboard more clients and get busier with servicing those clients, they will also find that they eventually start to run short on time. Because in addition to providing […]
Accelerating Toward Success: Achieving Your Goals and Inspiring Dreams
I thought I’d earn some “mum points” by taking Mr 15 to see Gran Turismo, the movie. I’m not really into gaming or car racing, but I can sit through a couple of hours if it means spending time with my kid. But boy oh boy, did I underestimate this movie! My emotions went from […]
AssetMark welcomes new CEO as Natalie Wolfsen exits to take over for Orion founder Eric Clarke
A search led by a former AssetMark CEO ends with Wolfsen taking over in October as founder Eric Clarke transitions to a leadership support role.
UBS lands $2.6B team from Merrill
The move comes as the Swiss banking giant continues to push its wealth management ambitions in the U.S.
Sound Investments: 18 rock songs about money and wealth
Whether they call it “dough,” “gold” or “funny paper,” rock stars have been singing about money since the 1950s. Here’s a playlist of wealth-related hits.
Weekend Reading For Financial Planners (September 9-10)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC this week issued a risk alert outlining how it selects firms to examine, the areas it focuses on during exams, and how it chooses which firm documents to request, details that could ultimately […]