A lack of clear standards and definitions and the risk of greenwashing have been cited as two of the main barriers to financial advisers recommending ESG investments more often to clients. Despite a growing interest in ESG, 56% of advisers believe the lack of clarity about ESG investment is holding back their growth, a new survey has found. […]
Archives for June 2022
“The digital future is already here. It’s way past time to fully adopt the cloud”
Once upon a time the cloud was new and strange, and you could exceed in business without paying it any mind. That time has long since passed. With the ATO embracing digital record keeping and compliance methods, it’s only a matter of time before we see a wholly digital business ecosystem. However, focusing merely on […]
“The digital future is already here. It’s way past time to fully adopt the cloud”
Once upon a time the cloud was new and strange, and you could exceed in business without paying it any mind. That time has long since passed. With the ATO embracing digital record keeping and compliance methods, it’s only a matter of time before we see a wholly digital business ecosystem. However, focusing merely on […]
Prenups are rare. Here’s why that’s bad for wealth management
Paid diagnostic review: Every bookkeeper’s weapon for taking on a big QuickBooks Online cleanup
Knocking out a big QuickBooks Online cleanup project requires the right preparation, tools, and strategy. Imagine if a boxer were to walk into the ring unprepared, without a strategy or the tools to take on their opponent – they would most likely lose the fight. Are you facing the challenge of a messy QuickBooks Online […]
HNW savers underestimate pension funding by £300,000
High net worth (HNW) savers are underestimating the amount of money they need to save for a comfortable retirement by around £300,000, according to a new report. HNW savers expect to need a pension pot of £539,000 on average to achieve a comfortable retirement, according to research by wealth manager and Financial Planning firm Saltus. […]
What Exactly Is an Error of Omission? Getting to Know This Common Accounting Mistake
Your business lives and dies by your ability to buy and sell products on a competitive margin. But, you may take for granted why bookkeeping is important to the health of your business. Several mistakes—like errors of omission—can get in the way of keeping accurate books Inaccurate financial records make measuring profitability and filing small […]
A few easy ways to support charities in your business (and get a tax benefit too)
Embracing charity in your business is not only an altruistic endeavour, which benefits society, there are also tax incentives in doing so. In such a win/win scenario, it’s hard to conjure a reason why you wouldn’t be wanting to give back to worthy causes in whatever capacity you can. But it’s wise to give serious […]
Advisor Group’s second big deal is largest of the year in its channel
UHNW investors stepping into SME investment
Ultra-high-net-worth (UHNW) investors are stepping into investing into SME firms through private equity via single-family office vehicles, according to a new report. The number of single-family offices has risen over 40% since 2008, according to investment bank JPIN. Whilst institutional investors are stepping back from direct private equity allocations, private investors are filling the gap […]