When you own and run several franchises, you may find bookkeeping to be the stressful part of your job since each of your franchises has to keep up with their own records. You could hire an HR person for each of your stores but that could get expensive. There are several reasons why it is […]
Archives for January 2023
Three things you may not realise about Xero
At Xero, our aim is to make life easier for accountants, bookkeepers and small businesses. And we understand that there’s a lot to get your head around, so we’ve shared three key facts about Xero that both new and experienced accounting and bookkeeping users may not have realised. Moving clients to Xero can be efficient […]
Evelyn makes senior hires in Scotland
Wealth manager and Financial Planner Evelyn Partners has appointed David Rankin as a new managing partner in Scotland, covering its Edinburgh and Aberdeen offices. Mr Rankin has more than 30 years’ wealth management experience and joins Evelyn from Investec’s Edinburgh office where he was a senior wealth planning director. For the last decade he […]
Kitces & Carl Ep 103: Balancing Client Responsiveness With The Proactive Sledgehammer Of Value
As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients. And while providing fee-only advice or highlighting service as a fiduciary may have once been a fair differentiator, these services are now often considered table stakes, […]
No more Reg BI ‘training wheels’ for brokers
Providing Mortgage Advice In A Higher Interest-Rate Environment: Opportunities For Advisors To Add Value
Leading up to 2022, financial advisors and their clients had grown accustomed to a relatively low mortgage rate environment. In fact, until earlier this year, the average 30-year fixed mortgage rate had stayed below 5% since 2010 (and below 7% since 2001). But as the Federal Reserve has sought to raise interest rates this year […]
3 firms declared as failed by FSCS
Three financial firms, including a Financial Planning firm, have been declared as failed since the start of the year by the Financial Services Compensation Scheme. The three firms include Nurture Financial Planning of Norwich, Midhurst Asset Management Limited and Cadogan Asset Management Limited. Norwich-based Nurture Financial Planning Limited (FRN 496332) has three claims in progress […]
The importance of collecting mentors
The idea of mentorship is hardly a novel one – it’s been the primary way people have been passing down knowledge for Millenia. Some of you may have a few mentors already. You may not even think such people as being ‘mentors’ as such. Many more of you will think you don’t need one – […]
Half of America stopped saving for retirement last year amid soaring inflation
#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown
Welcome back to the 315th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Lisa Brown. Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management* […]