I’m pleased to let you know that today we announced the appointment of Sukhinder Singh Cassidy as Xero’s new CEO, on 1 February 2023. Sukhinder will succeed Steve Vamos who after serving almost five years as CEO, is retiring from the role and plans to return to his previous portfolio in business coaching and leadership […]
Archives for November 2022
Xero’s half year 2023 financial results
Today we announced Xero’s half year financial results to 30 September 2022 (H1 FY23). Xero continued to deliver strong growth momentum with more small businesses placing their trust in our cloud technology and open platform to run their business and meet critical compliance needs. Our H1 FY23 performance highlights include operating revenue growing 30% (27% […]
Can ‘pure-play’ wealth manager Avantax compete with the giants?
Maximizing Health Savings Accounts (HSAs) Tax Benefits With Adult Children Under Age 26
The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. In addition to having access to health insurance at a lower cost than […]
Maximizing Health Savings Accounts (HSAs) Tax Benefits With Adult Children Under Age 26
The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. In addition to having access to health insurance at a lower cost than […]
Utah Valley wins FPA college planning challenge, ushering future financial planners into the field
Advisers fear Consumer Duty may widen advice gap
Two-thirds of financial advisers fear the FCA’s new Consumer Duty will increase the advice gap. But advisers remain confident they can meet Consumer Duty requirements, according to new research. Advisers taking part in the Embark Investor Confidence Barometer warned that the Duty’s focus on value for money could widen the advice gap by encouraging advisers […]
Advisers fear Consumer Duty may widen advice gap
Two-thirds of financial advisers fear the FCA’s new Consumer Duty will increase the advice gap. But advisers remain confident they can meet Consumer Duty requirements, according to new research. Advisers taking part in the Embark Investor Confidence Barometer warned that the Duty’s focus on value for money could widen the advice gap by encouraging advisers […]
#FA Success Ep 306: Restructuring Partner Compensation And Roles To Align For The Next Stage Of Growth, With Cean Kenefick-Rogers
Welcome back to the 306th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Cean Kenefick-Rogers. Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. What’s unique about Cean, […]
True Potential founder David Harrison knighted
David Harrison, the founder and chairman of Financial Planning and wealth management firm True Potential has been knighted for services to business, education and social mobility. The award was made as part of the recent Antiguan and Barbuda Independence celebrations. Sir David founded Newcastle-based True Potential in 2007. It has since grown to employ more […]