The Initiative for Financial Wellbeing (IFW) is to return to an in-person, one-day annual conference for Financial Planners to be held in Bristol on 25 May. The conference follows two virtual events in 2020 and 2021. The in-person conference aims to educate Financial Planners and equip them with tools and resources to help their clients […]
Archives for March 2022
Small business federal budget predictions!
Get ready folks, when Treasurer Josh Frydenberg steps up on Tuesday 29 March 2022 to deliver a pre-election federal budget, you can bet it will be one to watch. We may not be able to gaze into a crystal ball and pull out the budget facts before they occur, but there’s a lot of information […]
Geneos likely first of many wealth managers to settle a GPB Capital case
Kreston acquires Kent Financial Planning firm
Kreston Reeves Financial Planning, part of the Craven Street Wealth group, has acquired Canterbury Financial Planner Tarvos Wealth, boosting its total assets under advice to £1.15bn. The deal was finalised this week. Craven Street Wealth is led by Chartered Financial Planner and managing director Tom Barnett and was created by London corporate finance firm Craven […]
FCA warns on firms with exposure to crypto
The Financial Conduct Authority has published a list of risk areas for regulated firms to consider when dealing with crypto assets. In its warning to regulated firms, the FCA stated that its needs to be clear with customers that cryptoassets sit outside of the FCA’s regulatory remit. The warning said there was a “risk of […]
FCA warns on firms with exposure to crypto
The Financial Conduct Authority has published a list of risk areas for regulated firms to consider when dealing with crypto assets. In its warning to regulated firms, the FCA stated that its needs to be clear with customers that cryptoassets sit outside of the FCA’s regulatory remit. The warning said there was a “risk of […]
What’s the Cost of Accounting Software for Small Businesses?
When you start a small business, you need an easy and reliable way to track income and expenses. One way you can manage your books is by using accounting software. But, what’s the cost of accounting software? Find out the factors that can impact pricing and what additional costs to look out for while shopping […]
Defaqto adds fund analysis tools to Engage
Fintech Defaqto has added fund analysis tools to its Financial Planning tool Defaqto Engage to help them with due diligence. The tools are accessible for no additional charge. Financial Planners are now able to access they discrete performance of individual funds and portfolios. They can also view a breakdown of the top 10 holdings of […]
Kitces & Carl Ep 82: Balancing The Desire To Serve With The Financial Demands Of Growth
When an advisor first opens their own firm, they are often eager to take on any willing client in order to generate enough revenue to ‘keep the lights on’. But after getting through the first few years of business, many find that the time they spend working with early clients hinders their ability to bring […]
Using accounting software to know your customers
Your accounting software is perhaps more useful than you may believe. We all know you can use it to: prepare for EOFY pay your staff and manage leave and super automatically calculate GST run P&L and cash flow reports to ascertain your financial position get paid by processing online invoicing ButUsing accounting software to know […]