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, […]
Archives for November 2022
2 in 3 clients worried about investment volatility
Two thirds (65%) of Financial Planning clients say that investment volatility is one of their main current concerns, according to new research. Clients say they are more focused on the present turmoil faced by the economy than long-term planning issues, according to a survey of advisers by Canada Life. A fifth (22%) of financial advisers surveyed […]
2 in 3 clients worried about investment volatility
Two thirds (65%) of Financial Planning clients say that investment volatility is one of their main current concerns, according to new research. Clients say they are more focused on the present turmoil faced by the economy than long-term planning issues, according to a survey of advisers by Canada Life. A fifth (22%) of financial advisers surveyed […]
2 in 3 clients worried about investment volatility
Two thirds (65%) of Financial Planning clients say that investment volatility is one of their main current concerns, according to new research. Clients say they are more focused on the present turmoil faced by the economy than long-term planning issues, according to a survey of advisers by Canada Life. A fifth (22%) of financial advisers surveyed […]
4 things you need to check out at AccountingWeb Live Expo
AccountingWeb Live Expo is taking place this week, with a huge number of the amazing accounting and bookkeeping community in attendance to enjoy keynotes, panels and mingling at an incredible two-day event. At Xero, we can’t wait to head to Coventry on the 30 November – 1 December and see so many of you in […]
Highlights from this year’s Xero Australia Award celebrations
Last week, we celebrated our winning cohort of Xero Australia Award champions from FY22 and FY23. It was awesome to bring together 26 small business owners, advisors and app partners from across Australia to acknowledge their outstanding contributions to their local communities and the wider world of business. So what did the winning experience involve? […]
Business tips for the end of the year
The end of the year tends to be a bit chaotic for business owners, but it’s actually a good time to get some extra housekeeping done for your business. Read on for some tips to help you finish the year neatly and feel prepared to face the new year. Review your goals and KPIs […]
Year-end tax strategies acquire a twist
Weekend Reading For Financial Planners (Nov 26-27)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Biden administration’s Department of Labor (DoL) is planning to propose its own ‘fiduciary rule’ that seeks to create higher standards than the rule put in place by the Trump administration (though perhaps not as […]
Editor’s Comment: Let’s make it personal
News late this week that personalised financial guidance is to move a step closer has left me in two minds but I’m not opposed in principle to the idea, for reasons I’ll explain. We learned this week that new Treasury Committee chair Harriet Baldwin MP has tabled an amendment to the Financial Services and Markets […]