It wasn’t that long ago that you needed to take out a credit card and enter the number every time you wanted to pay for something online. Today, you can instantly complete purchases in a few clicks, like Amazon’s ‘buy now’ express button. This is an early example of embedded finance — one of the […]
Archives for April 2023
British Steel redress scheme challenge scrapped
A legal challenge against the Financial Conduct Authority’s decision to set up a redress scheme for former British Steel Pension Scheme (BSPS) members has been scrapped. According to press reports, the British Steel Advisor Group (BSAG) has dropped its challenge and paid the FCA £100,000 towards its costs. It had hired FS Legal Solicitors to […]
How Different Monte Carlo Models Perform In The Real World: Assessing Quality Of Predictiveness In Retirement Income Forecasting Models
When planning for retirement, it’s effectively impossible to precisely forecast the performance and timing of future investment returns, which in turn makes it challenging to accurately predict a plan’s success or failure. And while Monte Carlo simulations have made it possible for advisors to create retirement projections that seem to have a reasonable basis in […]
Work from anywhere with these new updates to our Xero apps
Gone are the days when you need to sit at the desk to get those pesky admin jobs done. With our suite of mobile apps, you have real-time information about your business or practice at your fingertips, and can tick off those smaller tasks on the go. We’ve recently dialled up enhancements to our mobile […]
EP Wealth buys billion-dollar firm in second deal of the year
UK investors move £409m into funds in February
UK investors moved £409m into funds in February as ISA savers continued to commit to long-term investing, according to the fund sector’s trade body. The Investment Association said equity funds saw outflows ‘soften’ during the month. Outflows fell to £696m in February, down from January’s £916m and a more positive figure after 2022’s record £25.7bn […]
#FA Success Ep 328: Turning Senior Housing Guidance From A Non-Discretionary Value-Add To A Pay-For-Value Service, With Thomas West
Welcome back to the 328th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Thomas West. Thomas is a Senior Partner for Signature Estate & Investment Advisors, an independent RIA based in Los Angeles, California, that oversees nearly $16 billion in assets under management, with $570 million of those assets being […]
Fruitful staff wellbeing trends you can activate in your business now!
The idea of taking care of your staff’s wellbeing is not exactly novel. However, over the last few years, the health, life satisfaction, and social wellbeing of your staff has really come to the fore. In no small part, due to the COVID-19 pandemic, there’s been a huge shift toward happier, healthier, more flexible working […]
Unlocking the secrets of small business cash flow
When it comes to running a small business, maintaining small business cash flow is essential for sustainability and growth. Your business can be incredibly profitable but still ultimately fail because of improper cash flow management. To prevent that from happening, here are some best practices that can help you better manage your cash flow […]
Why we’re making changes to Xero search
Over the next couple of weeks, we’ll be rolling out some changes to the search function in Xero. The functionality will stay the same, but you’ll notice it looks a little different. Like many of the changes we’ve rolled out across our platform lately, this is part of our commitment to ‘Building on Beautiful’ — […]