Archives for March 2023
Only 23% of women confident about retirement
Only 23% of women are confident they will be able to retire comfortably with over a third (35%) expecting to be unable to enjoy a decent income in retirement. According to a major new study, fewer women than men have pensions and those who do are saving less than their male counterparts. The research of […]
How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth
When consumers shop around before buying a good or service, many factors can play a role in their final decision, from previous experiences to the recommendations of friends and even to the companies’ branding. And when it comes to how a consumer perceives a brand, there are three critical components that come into play: brand […]
Reckon’s GM of marketing talks marketing plans
We recently sat down with Reckon’s general manager of marketing, Brad Stevens, to chat about creating a marketing plan, core considerations, the hierarchy of marketing activity and what small businesses should be thinking about. 1) Hey Brad, what kind of background did you come from and what instilled such a passion for marketing? My career […]
What is AI and why is it relevant for my small business?
It’s safe to say that artificial intelligence (AI) is now part of common language and everyday life. But while we’ve all heard of the term, not everyone really knows what it is or how to use it (or rather, whether it can be useful for them). Believe it or not, the term ‘artificial intelligence’ has […]
Fresh digital marketing strategies to attract new customers in 2023
If you’re looking to grow your business and attract new clients, you need to sharpen your digital marketing sword. Plodding along without a digital marketing strategy will not bear much fruit in 2023. So, if you want to float not flounder, let’s jump into the primary modes of digital marketing and some strategies you can […]
From Citigroup to Schwab, here are the best and worst companies on disclosing racial and gender pay gaps
Shaping Wealth’s Brian Portnoy on outsourced behavioral finance
Barred ex-Morgan Stanley broker among four indicted for stealing more than $13M from NBA players
Editor’s Comment: FCA tries to toughen up
The FCA confirmed some important new appointments this week which suggest that it will be trying to take a tougher line with enforcement in future. With every sign that financial scams and financial crime are growing at an unprecedented and troubling rate, the watchdog has decided it’s time to act. It has a mountain to […]