Xero has more than 1000 connected apps in its ecosystem, all working to help small businesses and their advisors succeed. Each month we celebrate an app partner who stands out from the pack. Find out more about becoming a Xero app partner here, and you can browse the Xero App Store here. We’re excited to […]
Archives for November 2022
Charity drive: 3 legacy vehicles for altruistic clients
5th pension-linked adviser fails this month
The Financial Services Compensation Scheme has declared in default its fifth adviser firm this month. Antonor LLP, based in Reigate, Survey, was put into default by the FSCS today. It has one claim against it for Sipp-related pensions advice. The default opens the door to ex-clients claiming compensation from the FSCS. Antonor LLP (FRN 486910) […]
5th pension-linked adviser fails this month
The Financial Services Compensation Scheme has declared in default its fifth adviser firm this month. Antonor LLP, based in Reigate, Survey, was put into default by the FSCS today. It has one claim against it for Sipp-related pensions advice. The default opens the door to ex-clients claiming compensation from the FSCS. Antonor LLP (FRN 486910) […]
#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran
Welcome back to the 309th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. What’s unique about Anh, though, is how, as […]
#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran
Welcome back to the 309th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. What’s unique about Anh, though, is how, as […]
7 reasons why you need to continually train and educate your employees
Recently, I sat down with Sam Allert (CEO of Reckon) to pitch some upcoming blog stories, and our conversation took a turn to one of his passions: staff training and education. We ended up deep diving into the topic with small business owners in mind. Workplace training is often undertaken at the advent of employment. […]
What’s fueling the Great Annuity Boom?
All three stages of Xero’s STP Phase 2 roll out are now available – it’s time to make the transition
Over recent months, we’ve been keeping you updated on Xero’s Single Touch Payroll Phase 2 roll out. This will see your business build on its existing STP reporting to share more information with the ATO and other government agencies whenever you process a pay run. And now, we’re pleased to announce that all three stages […]
101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management. But, […]