End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.
Archives for 2024
What’s new in Xero – October 2024
This month’s Xero product updates include exciting new features and enhancements to streamline your workflows and boost productivity. From rolling out new tools for our accountants and bookkeepers, to improvements to the Xero Accounting app, and tools for managing inventory, Xero’s October updates offer valuable enhancements for both small businesses and advisors alike. Read on […]
FCA will review financial advice consolidation
The FCA said today it will undertake a review of consolidation within the financial advice market.
Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)
Welcome to the October 2024 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 digital estate planning platform Wealth.com has raised […]
Weekend Reading For Financial Planners (October 5–6)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver […]
Time for consolidation of DC pensions market
Investment company Abrdn has called for further consolidation of the DC pensions market to invest in a wider range of asset classes that could support growth of the UK economy.
CII publishes 2025 qualifications brochure
The Chartered Insurance Institute has published its 2025 qualifications brochure, which offers a range of career and educational pathways for insurance and personal finance professionals and Financial Planners.
Investors seeking diversity, says Fidelity
Investors embraced diversification amid shifting monetary policies in September, according to Fidelity International’s list of top-selling funds, shares and investment trusts for ISAs and SIPPs.
Single-entry Bookkeeping: Should You Use It?
As your small business begins to make transactions, you must record them in your books. If you want an “easy” way to track business finances, you may consider using single-entry bookkeeping instead of double-entry bookkeeping. Single-entry bookkeeping lets you record transactions quickly so you can get back to running your business. But what are the […]
True Potential CEO steps down
Daniel Harrison has stepped down as the CEO of Financial Planning-focused wealth management firm True Potential.