We are always looking for ways to help inspire our small business community, motivate the next generation of small business owners and build our brand relevance globally. Football is the most popular and watched sport on the planet and women’s football is ascending at a rapid rate in popularity. The opportunity to help fuel and […]
Archives for 2023
Aite-Novarica’s winners in the $1.4B market for RIA portfolio management and reporting systems
IRS begins talks on pilot test of free tax software – Accounting Today
IRS begins talks on pilot test of free tax software Accounting Today
TD plots organic growth, advisor hiring after First Horizon deal fizzles
#FA Success Ep 335: Systematizing Succession And New Partner Transitions In A $1.5B Ensemble Enterprise, With Timothy Wyman
Welcome back to the 335th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Tim Wyman. Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 billion in assets under management for 1,000 client households. What’s unique about Tim, […]
PFS launches 2023/24 awards for Financial Planners
The Personal Finance Society has launched its 2023/24 PFS Personal Finance Awards and Financial Planners and firms have until 14 July to enter. The winners will be announced in October, following two judging stages. The PFS said the awards “are an opportunity to showcase success, and celebrate the remarkable achievements of individuals and firms who strive to […]
Self Made: Another inspiring Xero Roadshow spent with our growing community
This year was nothing short of phenomenal, as our Roadshows once again united our accounting, bookkeeping and app partners during our live Johannesburg and Cape Town events. This year we welcomed a record 2,300+ attendees across the two sold-out locations. It’s always amazing to see the passion and support within our growing community, and the […]
Business Update – 30 May 2023
Welcome to our Weekly Digest – stay in the know with recent news updates relevant to business and the economy. ‘Most significant’ scam targeting Aussies Scammers have taken advantage of the secondhand sale market by using a PayID scam to steal over $260,000. The scam involves the scammers creating fake PayID accounts and using them […]
It’s about you and all that you do: Xero Singapore Awards 2023
Back for another year, the Xero Singapore Awards are all about celebrating the incredible commitment and achievements of our accounting and bookkeeping partners who work tirelessly to help Singapore small businesses thrive. As our first ever in-person Awards event, we have planned a very special evening to come together to honour you, the extraordinary work […]
Accelerating Firm Growth With A Niche: How I Built A $48M AUM Advisory Firm In 3 Years
When a financial advisor starts their own firm, they face many important choices. One of the key decisions is determining the type of clients they want to serve. Some advisors may choose to take a generalist approach that leaves the door open to working with the broadest possible pool of prospective clients. But with hundreds […]