The ability to connect your bank account to Xero is one of our most loved features and a core part of our vision to automate routine tasks. It’s designed to help your bank transactions flow securely into Xero, so you can save time on bank reconciliation and have better visibility of your cash flow. At […]
Archives for 2022
5 tips on how to join a board of directors
A glimmer of hope? Investor optimism grew in recent months, research shows
Military veterans turned fintech leaders on the values needed to make it
Professor Nicole Boyson is latest academic to enter the planning field
Weekend Reading For Financial Planners (Nov 12-13)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches. While some are looking to gain a first-mover advantage by leveraging client testimonials and third-party […]
Weekend Reading For Financial Planners (Nov 12-13)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches. While some are looking to gain a first-mover advantage by leveraging client testimonials and third-party […]
Weekend Reading For Financial Planners (Nov 12-13)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches. While some are looking to gain a first-mover advantage by leveraging client testimonials and third-party […]
Editor’s Comment: Welcome to flexi-retirement
There has been a wave of stories recently suggesting that people are pushing back their retirement or opting for a ‘phased’ retirement due to the cost of living crisis. I’m sceptical about how many clients of Financial Planners are actually doing this but there’s no doubt in the wider population that some are rethinking […]
Editor’s Comment: Welcome to flexi-retirement
There has been a wave of stories recently suggesting that people are pushing back their retirement or opting for a ‘phased’ retirement due to the cost of living crisis. I’m sceptical about how many clients of Financial Planners are actually doing this but there’s no doubt in the wider population that some are rethinking […]