Archives for 2022
Hubdoc can now detect credit notes automatically
Hubdoc is one of our most advanced tools to capture bills and receipts, get the data into Xero and easily reconcile the transaction. We’re always looking for ways to automate this process, to help you become more efficient in your business or practice. Recently, we announced a new feature that automatically matches the contact in […]
Financial Planner joins West Country accountants
West Country accountancy firm Albert Goodman has appointed Chartered Financial Planner Reme Holland to be a new partner at its headquarters in Taunton. He joins from South West Chartered Financial Planners Francis Clark Financial Planning. Mr Holland began his career in financial services working in the retail sector for Lloyds Bank as a mortgage and […]
Financial Planner joins West Country accountants
West Country accountancy firm Albert Goodman has appointed Chartered Financial Planner Reme Holland to be a new partner at its headquarters in Taunton. He joins from South West Chartered Financial Planners Francis Clark Financial Planning. Mr Holland began his career in financial services working in the retail sector for Lloyds Bank as a mortgage and […]
#FA Success Ep 307: Dropping Your Broker-Dealer License Without Dropping The Broker-Dealer Platform, With Stacey Hyde
Welcome back to the 307th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Stacey Hyde. Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. What’s unique about Stacey, though, is how, […]
FSCS seeks customers of 2 regulated firms
The Financial Services Compensation Scheme (FSCS) is seeking customers of two linked, regulated firms based in London, Cavendish Incorporated Ltd and Marvell Enterprises Limited. The firms have not currently been declared in default but are under investigation. The FSCS is considering whether valid claims for compensation agains the firms exist under its rules. It wants anyone […]
FSCS seeks customers of 2 regulated firms
The Financial Services Compensation Scheme (FSCS) is seeking customers of two linked, regulated firms based in London, Cavendish Incorporated Ltd and Marvell Enterprises Limited. The firms have not currently been declared in default but are under investigation. The FSCS is considering whether valid claims for compensation agains the firms exist under its rules. It wants anyone […]
FSCS seeks customers of 2 regulated firms
The Financial Services Compensation Scheme (FSCS) is seeking customers of two linked, regulated firms based in London, Cavendish Incorporated Ltd and Marvell Enterprises Limited. The firms have not currently been declared in default but are under investigation. The FSCS is considering whether valid claims for compensation agains the firms exist under its rules. It wants anyone […]
Why is a CRM so crucial for business growth? We chat to the expert
A CRM, or customer relationship management tool, is a crucial piece of software for businesses of all sizes. Capturing and actioning your customer data, a CRM allows you to manage your business relationships and interactions with customers and potential customers. It can be used for sales, marketing, customer care, productivity, business insights, and process automation. […]
The next step in our journey towards net-zero
As the world turns its attention to the 27th United Nations Climate Change Conference (COP27) this month, we’re focusing on the actions we can take across our business and the communities we serve, to reduce our environmental impact. The climate crisis is affecting all of us, and every business has a role to play in […]