Archives for December 2022
Xero partners with New Zealand Football to support football communities in Aotearoa
I’m thrilled to announce Xero is partnering with New Zealand Football to help support football clubs across Aotearoa, helping Kiwis balance better numbers off the field through a club support programme. Through this long-term partnership agreement, which will run until 2026, we’re aiming to build on increased interest in the beautiful game that will no […]
#FA Success Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort, With Emily Rassam
Welcome back to the 312th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Emily Rassam. Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. What’s unique about Emily, though, […]
Parmenion adds RBC Brewin and Morningstar portfolios
Parmenion has added DFM portfolios from wealth manager RBC Brewin Dolphin and investment manager Morningstar to its adviser platform. The RBC Brewin Dolphin MPS and Passive Plus MPS ranges add 19 model portfolios. The 12 portfolios from Morningstar are from its Morningstar Active, Income and Passive ranges. The 31 portfolios will span a range of […]
Making Tax Digital for ITSA has been delayed, but we’re ready to support you
HMRC has announced that Making Tax Digital (MTD) for Income Tax Self Assessment (ITSA) has been delayed until April 2026. With small businesses, accountants and bookkeepers facing challenging times, we understand and support the delay from HMRC – giving you more time to prepare. From this date, landlords and self-employed people earning above £50,000 annually […]
Cetera, LPL among critics in 55K comments on DOL’s independent contractor proposal
Budget 2023 set for 15 March
The next Budget will take place on Wednesday 15 March, the Treasury said today. Chancellor Jeremy Hunt has asked the Office for Budget Responsibility (OBR) to prepare an economic forecast to accompany the Spring Budget. The Budget is set to take place against a backdrop of recession, rising unemployment and stubbornly high inflation. In his Autumn […]
Title Protection For (CFP) Financial Planners And The FPA’s Two About-Faces
This summer, the Financial Planning Association (FPA) announced a new multi-year advocacy goal to pursue legal recognition for the title of “Financial Planner”, as a means for bona fide financial planners to distinguish themselves and their services from others (who may use the title but don’t actually do financial planning), to help consumers understand who […]
