It’s time to harness the power of AI and transform bookkeeping.
Archives for 2023
U.S. family offices lead pay ranks with $1 million CIO salaries
#FA Success Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement, With H. Adam Holt
Welcome back to the 336th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Adam Holt. Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 […]
Make better business decisions with Reckon Insights
How well is your small business actually faring? How deep and intricate is your knowledge of your own business? What information do you have available to make better decisions and grow your business with confidence? It’s all too easy to coast along making knee jerk decisions or wild assumptions about your own business. Sure, you […]
The Latest In Financial #AdvisorTech (June 2023)
Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Riskalyze has completed its previously-announced rebranding, and […]
Bookkeeping and accounting for small businesses – Petoskey News-Review
Bookkeeping and accounting for small businesses Petoskey News-Review
Ask an advisor: What should I do with all these I bonds I bought last year?
Weekend Reading For Financial Planners (June 3-4)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study found that advisory forms working with a younger client base tend to have relatively stronger growth in assets under management and revenue over time. In addition, the researchers found that referrals from […]
4 tips for rolling over all of your client’s old 401(k)s
St James’s Place in search for new CEO
Wealth manager St James’s Place is seeking a new chief executive to replace current boss Andrew Croft, according to a media report. Sky News said SJP has started working with FTSE 100 advisory company Russell Reynolds Associates. A spokesperson for St. James’s Place told Financial Planning Today: “As part of long-term succession planning, the Board […]