In today’s uneven economy, workers are pressing for better benefits, a new Arizent study shows. Here’s what clients may ask about.
Archives for 2023
US Roadshow Accelerate: Xero brings the product announcements (and the noise)
This year’s US Roadshows were nothing short of inspiring, with accounting, bookkeeping and app partners showing up from all over the country to attend our events in Austin, Atlanta and Los Angeles. Joining us were leaders from Gusto, Poe Group Advisors, and futurist Elatia Abate to highlight how you can tap into the voice of […]
The IoT security enigma: Safely navigating an interconnected realm
The internet of things (IoT) has indisputably catalysed a paradigm shift in our lifestyles and workplaces. From intelligent climate control systems and surveillance devices to health monitoring gadgets and sophisticated appliances, IoT devices have become seamlessly integrated into our everyday routines. However, this exponential growth of interconnected devices brings along a sinister side a heightened […]
How Niches Improve Advisor Marketing Satisfaction And Efficiency
Many financial advisors start their own firm because of an entrepreneurial itch, a desire to work with a specific type of client, or perhaps because they want to have more control over their work life. But typically, the opportunity to create and implement a marketing strategy is not one of these reasons. In fact, data […]
Partnership with Withum Launches CPA Pathway Apprenticeship for … – Seton Hall University
Partnership with Withum Launches CPA Pathway Apprenticeship for … Seton Hall University
Share your views – and you could win a £50 M&S voucher
Our 2023 Financial Planning Profession Survey is now open and we want you to share your views. The survey gives Financial Planners, Paraplanners and Wealth Managers a unique chance to voice their opinions about the profession and tell us how their firms are faring. As a thank you for completing the survey we are offering entry […]
LPL study: How advisors can triple revenue from $1M to $3M
It’s not about working longer hours, living in an urban area or being older.
Financial advisors on the pros and cons of alternative investments
A new iCapital study looks at the pain points and opportunities presented by weaving alts into client portfolios as individual access increases.
Weekend Reading For Financial Planners (August 19-20)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g., millionaires), suggesting that […]
Morgan Stanley pursues former broker accused of trying to ‘guilt’ client into moving to UBS
James Tuminello argues in court documents that he only reached out to clients he formed with relationships before joining the large wirehouse.