Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch.
Archives for 2023
Envestnet CEO says the gap between his firm and the competition is growing
The company that provides services to 107,000 advisors posted financial results that meet estimates without breaking new ground.
Weekend Reading For Financial Planners (August 5-6)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that credit ratings agency Fitch on Tuesday downgraded its assessment of the U.S. government’s creditworthiness from an AAA rating to AA+. While the downgrade has made headlines and might be startling to advisory clients (particularly those […]
Jailed Putin critic Alexei Navalny handed 19 more years in prison
Navalny, one of Russian President Vladimir Putin’s most vocal critics, was already serving two prison sentences.
2024 filing season could be paperless, IRS says
Treasury and the IRS announced Wednesday that by filing season 2024, taxpayers will be able to go paperless if they choose to do so. And by filing season 2025, the IRS will digitize all paper-filed returns when they are received.
5 tips to get the best out of apps at Xerocon
Xerocon is fast approaching: the best forum to hear about the latest innovations within Xero, get inspired and connect with other accountants and bookkeepers. Plus, with more than 70 app partners from the Xero ecosystem exhibiting at Xerocon Sydney on 23-24 August, it’s also the best opportunity you’ll have all year to connect with and […]
Businesses get lessons on detailed bookkeeping, financial services … – The Commercial Dispatch
Businesses get lessons on detailed bookkeeping, financial services … The Commercial Dispatch
Maximize Restaurant Profits With Smart Pricing And Strategic Plating
In the dynamic and competitive restaurant business world, two essential elements play a significant role in captivating customers: smart pricing and food plating.
What cyber trust mark means for IoT data protection
The internet of things (IoT) has a market value of $662 billion (€605.73 billion) today. By 2030, it is expected to grow to $3.35 trillion (€3.07 trillion). The seamless, connected experience that IoT devices offer is clearly attractive to consumers, but it also presents an increasingly attractive market that bad actors are only too willing […]
Base rate rises 25 basis points to 5.25%
The Bank of England today increased its base rate by 25 basis points to 5.25%, the highest level seen in 15 years. The move follows last month’s shock increase of 50 basis points to 5%, which was twice the increase expected. The rise is seen as part of the Bank of England’s increasingly challenging battle […]