It’s been a big year for reporting at Xero. We released a stack of exciting new features, introduced some brand new reports, and announced that we’re retiring the older versions of reports on 31 July 2023. As the deadline to switch gets closer, it’s a good time to reflect on what we’ve delivered this year […]
Archives for November 2022
3 simple strategies for team and client retention
After my husband’s near death experience when my youngest boy was just 2 months old, our parenting philosophy became all about creating memories as a family because you just never know what’s around the corner! So we became a camping family. Before COVID threw our calendar into disarray we would take a 3-day long […]
LPL to launch private wealth advisor affiliation model in 2023
The economy boomed last decade, but low-income Americans’ retirement savings shrank. Why?
FTX users can’t count on help from the IRS
Preparing advisors for the great wealth transfer with CRM alerts, childhood financial literacy and piggy banks
Off the record: Brokers have until Dec. 7 to comment on FINRA expungement proposal
Weekend Reading For Financial Planners (Nov 19-20)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023. At a time of significant change in […]
Editor’s Comment: A missing spoonful of sugar…
While reading through the Autumn Statement changes this week I was reminded of one of the most famous songs from the 1964 Disney movie Mary Poppins: A Spoonful of Sugar (Makes the Medicine go down). Sadly, in this week’s Statement new Chancellor Jeremy Hunt forgot the sugar or indeed any kind of hope for tomorrow. It […]
Editor’s Comment: A missing spoonful of sugar…
While reading through the Autumn Statement changes this week I was reminded of one of the most famous songs from the 1964 Disney movie Mary Poppins: A Spoonful of Sugar (Makes the Medicine go down). Sadly, in this week’s Statement new Chancellor Jeremy Hunt forgot the sugar or indeed any kind of hope for tomorrow. It […]