Your books say one thing, but your bank statement says another. Sigh (why isn’t anything ever easy?!). But don’t stress—bank statement reconciliation is here to help. Sure, managing your business bank account may not be the first thing on your to-do list. But, bank statement reconciliation helps you catch and correct errors before they damage […]
#FA Success Ep 279: Expanding The Impact Of Sustainable Investing For Ultra-HNW Families, With Erika Karp
Welcome back to the 279th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Erika Karp. Erika is the Chief Impact Officer at Pathstone, an independent RIA based in Englewood, New Jersey that oversees $35 billion in assets under management for a few hundred ultra-high-net-worth households. What’s unique about Erika, though, […]
How to use new federal tax breaks to invest in your business’s technology
In this year’s federal budget, amid the headlines and electioneering, came some important tax breaks for small businesses to incentivise the uptake of new technology. There were in fact two separate tax incentives announced, one designed for business technology purchases and one for skills and training. The twin measures are known as the ‘Small Business […]
The Latest In Financial #AdvisorTech (May 2022)
Welcome to the May 2022 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 big news that Orion Advisor Services is acquiring Redtail […]
Weekend Reading For Financial Planners (Apr 30-May 1)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Investment Advisers Association has become the latest industry organization to push back against the SEC’s guidance limiting the use of the term “fiduciary” on Form CRS, joining a growing number of voices attesting that […]
Weekend Reading For Financial Planners (Apr 30-May 1)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Investment Advisers Association has become the latest industry organization to push back against the SEC’s guidance limiting the use of the term “fiduciary” on Form CRS, joining a growing number of voices attesting that […]
Offering a Retirement Plan Could Score You 401(k) Tax Credits
Thinking about offering your employees a 401(k) plan? Already offer a retirement plan to your team? Either way, you’ll want all of the juicy details about the 401(k) tax credits for employers. Get the scoop on the 401(k) tax credit and how you can use it to lower your tax liability. How tax credits work […]
8 Inflation Conversations For Financial Advisors To Have With Clients
With inflation reaching its highest levels since the early 1980s, the topic of rising prices has been on the minds of many financial advisors and their clients. And though many hoped that the spike in inflation that began in autumn of 2021 would pass within a few months (once holiday season demand cooled and COVID-related […]
8 Inflation Conversations For Financial Advisors To Have With Clients
With inflation reaching its highest levels since the early 1980s, the topic of rising prices has been on the minds of many financial advisors and their clients. And though many hoped that the spike in inflation that began in autumn of 2021 would pass within a few months (once holiday season demand cooled and COVID-related […]
8 Inflation Conversations For Financial Advisors To Have With Clients
With inflation reaching its highest levels since the early 1980s, the topic of rising prices has been on the minds of many financial advisors and their clients. And though many hoped that the spike in inflation that began in autumn of 2021 would pass within a few months (once holiday season demand cooled and COVID-related […]