Expanding Financial Planner and wealth manager Fairstone has acquired £200m FUM Lincolnshire Chartered Planner firm MT Financial Management. The deal, for an undisclosed sum, is the second for Fairstone this year. MT principal Trevor Wilshire said the deal would ensure the long-term future of his firm. MT was set up 25 years ago and focuses […]
Archives for March 2023
The Latest In Financial #AdvisorTech (March 2023)
Welcome to the March 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Conquest, a Canadian financial planning software provider […]
Time to celebrate amazing accountants taking on industry challenges
Despite the fantastic work that accountants and bookkeepers do, the industry has an image problem. There’s still an old-fashioned perception, with little understanding of how you support small businesses and the wider economy. We know from our recent research – Five biggest hurdles hindering accountants – that recruitment is a key hurdle you face, and […]
Bringing back Appy Hour to Asia
One of my favourite things since starting at Xero Asia is the discovery of the many cloud applications that empower the region’s SMEs by making them more efficient and productive. Now that Singapore has entered an endemic phase, I can’t wait to get out there and meet more of the Xero community. We’ve learnt in […]
Innovating for the future: how Faber LLP built Online Accountant, LLP for the digital age
Edmonton may not be the first city that comes to mind when thinking of leading tech hubs, but it is rapidly gaining recognition as an emerging hotspot for technical innovation, positioning itself to compete with the likes of Silicon Valley, Beijing, and Toronto. It’s no surprise, then, that a local firm like Faber LLP has […]
Carl Richards, Onyx Advisor Network dissect the power of uncomfortable client conversations
Ask an advisor: Am I too rich for a Roth IRA?
Weekend Reading For Financial Planners (March 4-5)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that amid economic and market headwinds, the pace of RIA M&A activity was slower in January and February compared to the same period last year. If this trend continues, 2023 would be the first year in […]
Editor’s Comment: It was all going so well…
There is no getting away from the fact that the plans to launch Pensions Dashboards are in trouble with news this week that the Pensions Minister Laura Trott has stepped in to “reset” the timetable. It’s not clear what’s gone wrong but it’s a fair bet that the aim of the first test connections to […]
