Accounting has changed dramatically over the last few years. Automation, digital transformation and the acceleration of the cloud have all played an important role in shaping it. But amongst all of this change, one thing remains constant: businesses need to get paid, explains Hayden Watson, Director of UK-based accountancy firm, MHH Practice. Using technology to […]
Archives for January 2023
Latest product news — February 2023
It’s time to switch to new reports If you haven’t made the switch to new reports, we urge you to start moving your work across now, so you have plenty of time to get used to them before the older versions are retired. Here are the latest features we’ve introduced to new reports: The current […]
#FA Success Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office, With Ali Swart
Welcome back to the 318th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ali Swart. Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households. What’s unique […]
Fewer people have financial plans
Financial Planning has fallen off the agenda for many UK people with only a third (34%) of them now having a financial plan, according to new research. The number has fallen from almost two-fifths of people (38%) last year. The figures are included in the latest St James’s Place’s Financial Health Index, which also showed that the number of […]
UBS hires 2 Merrill teams with over $1.6B AUM
Achieving Career Growth With An Ownership Mindset And Finding Where To Create The Most Positive Impact
From the sudden changes to everyday life brought on by the pandemic to navigating the new world of hybrid or remote work, employees have endured a challenging few years. At the same time, this shock to the system has led many individuals to reflect on where they are in their careers today and where they […]
CFP Board seeks to unleash the beauty of planning careers
Black-owned RIA leader: How wirehouses can improve on DEI
It’s official: 2022 was the best annuity sales year in history
Weekend Reading For Financial Planners (Jan 28-29)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses. By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have […]