When you extend credit to customers, you deal with something called accounts receivable. To ensure your company gets paid and your books are all up-to-date, you need to have a solid accounts receivable process in place. Here’s your step-by-step guide on accounts receivable processes and procedures to live by. Accounts receivable overview What are accounts […]
Archives for May 2022
SJP drops two managers from Global Growth fund
St James’s Place (SJP) is to drop Select Equity and State Street Global Advisors from its Global Growth fund. The change in fund manager line-up comes as part of SJP’s reshuffle of its Global Growth and Emerging Market Equity funds. The changes will take effect from 25 July. SJP has come under fire from some […]
SJP drops two managers from Global Growth fund
St James’s Place (SJP) is to drop Select Equity and State Street Global Advisors from its Global Growth fund. The change in fund manager line-up comes as part of SJP’s reshuffle of its Global Growth and Emerging Market Equity funds. The changes will take effect from 25 July. SJP has come under fire from some […]
#FA Success Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners, With Duncan Kelm
Welcome back to the 281st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Duncan Kelm. Duncan is a managing partner for Arrow Point Wealth Management, a hybrid advisory firm based in Santa Rosa, California that oversees $163 million in assets under management for 142 client households. What’s unique about Duncan, […]
#FA Success Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners, With Duncan Kelm
Welcome back to the 281st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Duncan Kelm. Duncan is a managing partner for Arrow Point Wealth Management, a hybrid advisory firm based in Santa Rosa, California that oversees $163 million in assets under management for 142 client households. What’s unique about Duncan, […]
Morningstar’s annual conference: Surprising Day 1 highlights
Why is it so important to make your business a great place to work?
Jessica Morris, Reckon’s General Manager of People and Culture, chats to us about the continued importance of maintaining a rewarding workplace and rich culture. With COVID-19 radically altering the business landscape, shifting the way you cultivate a great place to work is of the utmost importance. Why is the Great Place To Work (GPTW) initiative […]
Why is it so important to make your business a great place to work?
Jessica Morris, Reckon’s General Manager of People and Culture, chats to us about the continued importance of maintaining a rewarding workplace and rich culture. With COVID-19 radically altering the business landscape, shifting the way you cultivate a great place to work is of the utmost importance. Why is the Great Place To Work (GPTW) initiative […]
How Working With The Most Affluent Clients Can Actually Make Advisors Less Happy
Self-worth can be an important component of an individual’s well-being, but people often base their own sense of self-worth on how they compare with others around them. And because finances are often a part of that comparison, the financial situation of the people we interact with on a regular basis can have a significant effect […]
Standard Life hires intermediary MD from LV=
Standard Life has appointed former LV= adviser head Chris Hudson to the newly created role of managing director of retail intermediary. He will lead the adviser channel with responsibility for distribution strategy and technical engagement. He will be recruiting a larger adviser distribution team and will report to Colin Williams, managing director of pensions and […]