Archives for October 2022
Feeling pinched? Sometimes your 401(k) can help
Committing to First Nations Communities: A discussion with the Canadian Council for Aboriginal Business
In 2021, Xero began its journey with the team at the Canadian Council for Aboriginal Business (CCAB) by entering the first phase of the Progressive Aboriginal Relations (PAR) Program in Canada. This signified a commitment to foster strong connections with Indigenous communities built on a foundation of trust and human connection. By participating in the […]
Add Value To Client Relationships And Uncover New Goals By Asking: “What’s Possible Now?”
Prospective clients often approach a financial advisor because they have a problem. Perhaps they are approaching retirement and do not know whether their current path is financially sustainable, or maybe they have a complicated equity compensation problem to sort through. But after this initial problem is solved, long-term goals are discussed, and a financial plan […]
68 estate agents fined £500k for money laundering
HMRC has fined 68 estate agents a total of more than £500,000 for breaching money laundering regulations. HMRC has named the 68 estate agents in its latest list that have been fined a total of £519,645 for not complying with rules. The money laundering regulations aim to prevent criminals from ‘laundering’ money from illegal activity. […]
Planners cut platform use as clients struggle
Financial Planners are cutting back on their use of investment platforms because of the cost-of-living crisis. Clients are becoming more focused on belt-tightening than investing, they say. Only a third of Planners expect to increase business placed on their main platform over the next year, according to a CoreData study. That’s down from nearly half […]
Planners cut platform use as clients struggle
Financial Planners are cutting back on their use of investment platforms because of the cost-of-living crisis. Clients are becoming more focused on belt-tightening than investing, they say. Only a third of Planners expect to increase business placed on their main platform over the next year, according to a CoreData study. That’s down from nearly half […]
#FA Success Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor, With Libby Greiwe
Welcome back to the 302nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Libby Greiwe. Libby is the owner of The Efficient Advisor, a financial advisor coaching and consulting business based out of Loveland, Ohio, that’s focused on helping advisors create systems and processes for themselves so that they can […]
#FA Success Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor, With Libby Greiwe
Welcome back to the 302nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Libby Greiwe. Libby is the owner of The Efficient Advisor, a financial advisor coaching and consulting business based out of Loveland, Ohio, that’s focused on helping advisors create systems and processes for themselves so that they can […]
The Making Tax Digital for VAT portal is closing. Here’s what it means for small businesses
Close the door, pull down the shutters. The time has come. HMRC is closing the old VAT online portal on November 1. You may have recently received an email from HMRC explaining that VAT-registered businesses will no longer be able to use this gateway to file monthly or quarterly VAT returns. Instead, you’ll need to […]