Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Xero Report: Small Business Creation at Record Levels Landmark research from Xero has revealed new small business registrations in Australia are at unprecedented levels, growing 34% from 225,000 in 2019 to over 300,000 […]
Archives for April 2022
5 fraud and discrimination stories you’ve missed in wealth management
Chartered Insurance Institute hires new CEO
The Chartered Insurance Institute has hired Alan Vallance, currently CEO of the Royal Institute of British Architects (RIBA), as its new CEO. The CII says Mr Vallance will succeed Jonathan Clark, CII interim CEO, on 30 August. He becomes CEO after the shock resignation last October of Sian Fisher, the under fire CEO of the […]
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 […]
Can bitcoin in 401(k)s fuel prudent investing?
AI in Accounting: The Future Is Here [& Ready to Streamline Your Bookkeeping Responsibilities]
AI (artificial intelligence) has been a game-changer for everything from speech recognition to language translation and … accounting? Yes, AI in accounting continues to transform the process of bookkeeping. How so? Many accounting software platforms use AI to streamline tedious accounting tasks like data entry and bank statement reconciliation. Want to learn more about it? […]
Firms Push for CVE-Like Cloud Bug System
Researchers propose fresh approaches to cloud-security bugs and mitigating exposure, impact and risk.
Pension provider moves default fund to sustainable strategy
Multi-employer master trust pension fund National Pension Trust (NPT) is to move its default investment to an ESG guided strategy this month. The savings of over 44,000 members with other £987m in assets will be shifted to a strategy that will be guided by environmental, social and governance principles. The ESG default arrangement will focus […]