Welcome to the September 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that VRGL (pronounced “Virgil”) has raised a $15M […]
Archives for September 2022
New wealth manager Solomon buys 34-adviser firm
Newly-launched wealth manager Solomon Capital Holdings has made its second major acquisition in three months with a deal to buy 34-adviser national Financial Planning firm Gale and Phillipson. In June private equity-backed Solomon agreed to acquire financial adviser Beaufort Group for an undisclosed sum. Solomon was founded by former Quilter Financial Planning CEO Andy Thompson […]
Bookkeeping Pains An Outsourced Bookkeeping Service Can Resolve
As a business owner, sometimes you may have felt your bookkeeping was a pain in the neck. Perhaps you have found yourself spending more time managing your finances than actually doing them. Or maybe you’re spending a lot more time maintaining the financial transaction records of the company than doing what you love the most; running […]
The different methods of paying your employees
There are a few different methods of paying your employees, and while they may have similarities, they each also have their own implications for your business and its employees. On top of that, there may be a blended model at play, in which you offer two types of compensation at once, such as a wage […]
Business owners, including advisors, have options when it comes to retirement plans
UBS and Wealthfront cancel blockbuster $1.4 billion deal
4 retirement reforms America could borrow from other countries
Weekend Reading For Financial Planners (Sept 3-4)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when making an investment recommendation will […]
What Is Workflow Automation and How Can Laserfiche Help?
Workflow automation is the process of automating certain business processes in order to increase workplace accuracy and efficiency. In today’s rapidly changing business environment, workflow automation has become crucial. However, due to the many misconceptions about these processes, many organizations are reluctant to implement this much-needed technology. By automating workflow, companies can reduce the costs of […]
What Is Workflow Automation and How Can Laserfiche Help?
Workflow automation is the process of automating certain business processes in order to increase workplace accuracy and efficiency. In today’s rapidly changing business environment, workflow automation has become crucial. However, due to the many misconceptions about these processes, many organizations are reluctant to implement this much-needed technology. By automating workflow, companies can reduce the costs of […]