We are pleased to share the key findings from our study of the accounting and bookkeeping sector. This report involved engaging with over 600 accounting and bookkeeping professionals practising across the UK, from sole practitioners to large practices. Despite global economic uncertainty and rising inflation, this sector has shown remarkable growth and resilience. Encouragingly, over […]
#FA Success Ep 350: The RIA Custodian As The All-In-One Investment Operating System Of The Future, With Jason Wenk
Welcome back to the 350th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jason Wenk. Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count. […]
Xero Beautiful Business Fund: Ways for accountants and bookkeepers to get involved
Last month on stage at Xerocon Sydney, we announced that applications officially opened for the Xero Beautiful Business Fund. We’re giving away more than NZ$750,000 to eligible Xero small business customers across Australia, Canada (excluding Quebec), New Zealand, Singapore, South Africa, the UK and the US. While this initiative is targeted at small businesses, our […]
Outsourcing (Parts Of) The Financial Plan Preparation Process To Boost Solo Advisor Capacity
When a financial advisory firm owner first starts their business, much of their time is spent on finding clients that they can serve. But as they (hopefully) onboard more clients and get busier with servicing those clients, they will also find that they eventually start to run short on time. Because in addition to providing […]
Weekend Reading For Financial Planners (September 9-10)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC this week issued a risk alert outlining how it selects firms to examine, the areas it focuses on during exams, and how it chooses which firm documents to request, details that could ultimately […]
Kitces & Carl Ep 120: Is It Really Harder To Scale A Small RIA Today Or Are Firms Just Navigating The Growth Treadmill
A recent McKinsey report surveying growth in the wealth management industry predicted that the struggles of small RIA firms would increase as larger firms continue to grow and overshadow the industry… again. Although the messaging that smaller RIAs must scale to survive has been offered many times before over the past few decades, many smaller […]
Xero wins Canstar’s Most Satisfied Customer Award in New Zealand
For the fifth year in a row, Xero has taken out Canstar’s Most Satisfied Customer Award for small business accounting software. This is an incredible achievement, showcasing our value to small businesses across Aotearoa New Zealand. Canstar Blue is a customer satisfaction research and ratings business aimed at helping consumers make better purchasing decisions. Canstar’s […]
How Advisors Can Help (Not-So HNW) Clients Maximize Asset Protection By Assessing Strategies, Tools, And Education
Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim. While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. However, while some […]
Keeping the heart of our cities beating
By Sam Allert, Reckon CEO. I was recently lucky enough to visit Europe for a family holiday as well as the United States for a couple of work trips. What I brought back from those experiences was how pumping their CBDs were, for workers and tourists alike. There was an electrifying energy in many cities […]
Xero Beautiful Business Fund: Not-for-profit? You’re a small business too, so apply today!
Applications are quickly coming in for the Xero Beautiful Business Fund – thank you to all those who’ve entered so far. If you’re an organisation that operates on a not-for-profit basis, you might be wondering whether you’re eligible to apply. The short answer in most cases is yes (just make sure to double check the […]