More than one-third of CFOs are very optimistic about the economy, according to a quarterly survey by Grant Thornton, and most finance leaders project growth in net profits over the next 12 months.
Archives for 2024
Weekend Reading For Financial Planners (April 20-21)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting […]
Editor’s Comment: It’s time to kick off
I never thought I’d see former professional footballers march through central London to protest about financial scams and poor regulation but that’s exactly what happened this week. Ex-pro footballers Andy Cole, Danny Murphy and Colin Hendry were among a large group of campaigners attending the Transparency Task Force’s “Enough is Enough March for Justice” in […]
Despite moratorium, IRS gets 20,000 ERC claims weekly, Werfel says
IRS commissioner Danny Werfel told the Senate Finance Committee that a tax bill passed by the House in January would help the IRS combat fraud in employee retention credit claims.
Kitces & Carl Ep 136: Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?
For over a decade, the financial advice industry has been bracing for an “any-minute-now” tsunami of advisor retirements and concomitant sales of financial planning practices. Although that wave has yet to materialize (as many advisors may find that they’d prefer to stay engaged and earn well past the ‘traditional’ retirement age), the fact remains that, […]
Earth Day 2024 is here and it’s never been more important for you to be a part of it
Another year around the sun. Earth Day 2024 is on 22 April, and awareness and participation has never been more vital. The importance of Earth Day, and the real-world effects it has, can’t be overstated. The world is at a severe tipping point in terms of environmental degradation and only swift and collective action will […]
So… what is carbon accounting?
Understanding the environmental impact of your business is critical in today’s business environment — and carbon accounting is a fundamental step in this process. With carbon accounting increasingly becoming another compliance measure mandated by regulators, businesses of all types and sizes need to get their emissions numbers in order. This is particularly true if you’re a […]
Hoxton adds 380 clients with double Planner acquisition
Abu Dhabi-based IFA Hoxton Capital Management has added over 380 clients with the acquisition of two UK-based Financial Planning firms. The acquisition of £80m AUM Dudley-based Alpha Financial Services gives Hoxton its first office in the West Midlands. The firm serves over 300 families and corporate clients and has been providing financial management, pensions, and […]
3 Question Types To Go From (Just) Retained To Highly Engaged And Happier Clients
After advisors do all of the work of bringing on a new client (Marketing! Prospecting! Onboarding! Compliance!), it can sometimes feel natural to let the relationship go into “maintenance mode”. And while all may appear well on the surface – the client rarely contacts the advisor with problems but they show up for every annual […]
Creating industry on-ramps as 100K advisors head toward the exit
Some planners and firms are taking action to address impending retirements. Here’s why opening more pathways into the field matters to every company in wealth management.