The acquisition by adviser platform Nucleus’ of fintech Third Financial has gained approval from the FCA, taking the deal a step closer to completion. The deal was first announced in February. Third Financial is a provider of white label investment platforms and software. Nucleus says the acquisition, for an undisclosed sum, will increase Nucleus Assets […]
Archives for 2024
Navigating The FTC’s Ban On (Most) Non-Competes: The New World Of Partnerships And Non-Solicits
Non-compete clauses are common features of employment agreements around the business world and are often used to dissuade companies from ‘poaching’ another’s employees, and/or to prevent employees (at least for a certain time period) from taking the knowledge gained from working at one company to a competitor. Which can allow companies to protect the ‘investments‘ they […]
Examples of Contingent Liabilities Your Small Business May Need to Record
You probably know your company’s liabilities, aka debts your business owes. But how often do you think about liabilities that you may or may not have, depending on the outcome of a future event? These potential financial obligations are known as contingent liabilities. Examples of contingent liabilities include lawsuits, product warranties, and pending audits. Understand […]
Britain doubles down on climate target, rules out accounting loophole – Reuters UK
Britain doubles down on climate target, rules out accounting loophole Reuters UK
#FA Success Ep 386: Turning Impostor Syndrome Anxiety Into A Strength That Drives Client Referrals, With Dann Ryan
Welcome everyone! Welcome to the 386th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Dann Ryan. Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households. What’s unique about Dann, though, is how […]
10 “Dos and don’ts” in accounting automation for your business
Guest Post by Pohan Lin. Accounting tasks have long earned notoriety for their slow, manual nature. All that is now set to change, as accounting is one of the areas where automation can bring the biggest benefits. Admittedly, changing the way things have always been done is nerve-wracking. But there are some basic dos and […]
Troubled WH Ireland in talks over capital markets sale
Troubled wealth manager and Financial Planner WH Ireland has confirmed that it is in discussions over the possible sale of its capital markets division as it continues to seek to stabilise the firm. In a stock market announcement today it said it is in discussions with independent financial services group Zeus Capital Limited over a […]
10 Factors To Determine If Your Potential Niche Is Really Viable (And How To Finetune If Necessary)
Ongoing research into how advicers can structure their practices to be better and more successful has consistently highlighted the benefits of choosing to serve a specific niche. In fact, the more specific the niche, the better, as a highly specialized niche not only allows an advicer to differentiate themselves in a crowded marketplace of other ‘generalist’ advicers, but also […]
The 20 most financially savvy states
The top state in the ranking received a total score for financial literacy of 72.46 out of 100.
Streamlining your food startup with tech: Tools that save time and boost quality
Guest Author: Rachel Melegrito, Pixabay.com. In a world where food trends come and go faster than you can say “cronut,” it’s not just the flavor of the month we’re chasing, but also the lightning-fast efficiency to deliver that taste. Startups in the food business often face a delectable challenge – how to marry fresh, quality […]