If you have a spare hour, try to spend it working on some quick business wins that really make a difference. There are two schools of thought when it comes to a small business owner’s spare time. You can either get stuck into some well-earned indulgences, or use the spare time to fine tune your […]
Archives for May 2021
Accounting for Product Impact in the Telecommunications Industry – Harvard Business School Working Knowledge
Author Abstract We apply the product impact measurement framework of the Impact-Weighted Accounts Initiative (IWAI) in two competitor companies within the telecommunications industry. We design a monetization methodology that allows us to calculate monetary impact estimates of network efficiency, rural service provision, and connectivity, among other factors. Our results indicate substantial differences in the impact […]
CI Financial-backed RIA buys $2.4B Pinnacle Advisory Group
Firms backed by one of the industry’s fastest-growing RIA consolidators are scaling quickly, too. CI Financial-backed Congress Wealth Management said May 3 it had acquired Pinnacle Advisory Group, a Columbia, Maryland-based RIA with $2.4 billion in assets. Congress Wealth Management will nearly double its client assets as a result, to $5.8 billion, up from about […]
What auditors and audit committees need to know about SPACs
A huge surge this year in the number of special-purpose acquisition companies (SPACs) has led to interest from investors and scrutiny on the part of the SEC. New guidance from the Center for Audit Quality (CAQ), which is affiliated with the AICPA, provides ideas for auditors and audit committees to consider related to SPACs and […]
13 Accounting Periods … Say What?!
As a business owner, a big part of your job is handling accounting tasks. Part of your accounting responsibilities is looking at accounting periods and analyzing reports and other financial information. Many businesses use monthly accounting periods. However, some companies may opt to take advantage of 13 accounting periods instead. So, what is this 13th […]
Sorry not sorry
I know I was supposed to be hanging on every word from Warren Buffett and Charlie Munger on Saturday as the Berkshire Hathaway annual shareholders meeting was live broadcast on Yahoo Finance. But I wasn’t. Warren and Charlie are two idols of mine. I appreciate everything they’ve done and taught to the investor class over […]
Like riding a bike
We got most of our New York City area people back in the office yesterday, plus some folks who made the trip to be there for the reopening. There are some new hires in the mix from 13 months ago when we were forced to close the office down, so not everyone had met before, […]
#FASuccess Ep 227: Achieving Financial Security By Serving 50 Great Clients In Your (LGTBQ) Community, With Leighann Miko
Executive Summary Welcome back to the 227th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Leighann Miko. Leighann is the founder of Equalis Financial, a fully virtual advisory firm offering ongoing financial planning services for nearly $500/month and currently serving 45 creatives within the LGTBQ community. What’s unique about Leighann, […]
Nicola Watts: The irreplaceable quality Financial Planners offer
What quality matters most to our clients? Whatever else comes along, no machine or tool will ever replace empathy and that’s the quality that all of our clients seek. In July 2020, we asked our clients to complete a survey to help us understand what they valued most about working with Jane Smith Financial Planning. […]
‘Humanitarian catastrophe’ in India puts global Covid fight at risk, doctor says
The Covid outbreak in India is putting the rest of the world at risk and is leaving a “humanitarian catastrophe” in its wake, the dean of Brown University’s School of Public Health warned Monday. “India is a big country, and if there are large outbreaks there, of course we’re going to worry about more variants, […]