A new professional body to help promote compliance with the FCA’s new Consumer Duty requirements has been launched in London today. The Consumer Duty Alliance (CDA) will aim to build a “sector-wide alliance” of good practice and a directory of services to support members and the wider market. The FCA’s new Consumer Duty requirements, requiring […]
Archives for March 2023
Restaurant Bookkeeping: What You Need to Be Successful
When many restaurant owners think about bookkeeping, it creates a feeling of dread. Between managing employees, food orders, clean-ups, customer complaints, banking, and everything else that goes along with the industry, a restaurateur often ends up overwhelmed. The last thing you want to do is keep up with bookkeeping but is a vital part of […]
Kitces & Carl Ep 107: The Strategic Planning Process And Coming Up With (New) Ideas To Try
For many financial advisors, annual strategic planning is an essential process that establishes clear and specific business goals for the year, along with the steps necessary to achieve those goals. Additionally, it helps advisors make informed decisions about the future direction of their business. As important as strategic planning is to the evolution of the […]
Reshaping Xero to enable disciplined growth and focus
Below is the message shared with all Xero employees today Dear Xeros Over the past few weeks, as I have stepped into the CEO seat, we have had several conversations about Xero’s strengths and significant market opportunities. We have also talked candidly about our challenges following the rapid scaling of the company. As we […]
Will My Current Job Support Me Living Abroad For A Few Years?
With the growing popularity of remote work, it’s no surprise that we see people all over TikTok and Instagram living their best lives abroad. This can create some serious FOMO and burning questions about how these full-time travelers can fund their Insta-worthy vacations. Since (for most people) it isn’t feasible to take an extended vacation […]
Thematic ETFs and the great wealth transfer, with Sylvia Jablonski of Defiance ETFs
Factor Investing And Its (Behavioral) Persistence: Facts and Fiction About The Zoo Of Factors
In the early days of investing, stocks were often evaluated in a vacuum: Investors assessed the plusses and minuses of each company’s stock based on its own merits, with little consideration of the relationship between one stock’s performance and that of the market as a whole. Then, in the 1960s, with the advent of the […]
International Women’s Day: UK founders share their experiences and advice
This International Women’s Day, we want to celebrate the fantastic work being done by some of our women business owners. We spoke with Nadine Oei, founder of cosmetics brand Loella, and Anna Morrison, founder of Amazing Apprenticeships, who tell us more about their stories. What advice would you give to women looking to start a […]
SJP CEO awarded pay rise after cut in 2022
St James’s Place CEO Andrew Croft is to receive a basic pay rise increase of nearly £30,000 per annum after his pay package fell last year when the firm suffered a drop in Funds Under Management. His base pay will rise this month from £590,947 to £620,494, up 5%, according to the wealth manager’s Annual Report […]
Women who helped transform Australia
As we celebrate International Women’s Day, let’s shine a light on our own backyard. Take some time today to learn about some iconic and transformative women who helped shape the nation for the better. A mural dedicated to Margaret Tucker in Shepparton. Margaret Tucker “I used to feel that colour was a great problem.. now […]