This year was nothing short of phenomenal, as our Roadshows once again united our accounting, bookkeeping and app partners during our live Johannesburg and Cape Town events. This year we welcomed a record 2,300+ attendees across the two sold-out locations. It’s always amazing to see the passion and support within our growing community, and the […]
Archives for May 2023
Business Update – 30 May 2023
Welcome to our Weekly Digest – stay in the know with recent news updates relevant to business and the economy. ‘Most significant’ scam targeting Aussies Scammers have taken advantage of the secondhand sale market by using a PayID scam to steal over $260,000. The scam involves the scammers creating fake PayID accounts and using them […]
It’s about you and all that you do: Xero Singapore Awards 2023
Back for another year, the Xero Singapore Awards are all about celebrating the incredible commitment and achievements of our accounting and bookkeeping partners who work tirelessly to help Singapore small businesses thrive. As our first ever in-person Awards event, we have planned a very special evening to come together to honour you, the extraordinary work […]
Accelerating Firm Growth With A Niche: How I Built A $48M AUM Advisory Firm In 3 Years
When a financial advisor starts their own firm, they face many important choices. One of the key decisions is determining the type of clients they want to serve. Some advisors may choose to take a generalist approach that leaves the door open to working with the broadest possible pool of prospective clients. But with hundreds […]
Five key tips for advisors on 529 college savings plans
Weekend Reading For Financial Planners (May 27-28)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that while banks have been able to attract a younger and more diverse set of financial advisors compared to the rest of the industry, thanks in part to their built-in referral stream, a relative lack of […]
Editor’s Comment: Vulnerable clients need advice too
The issue of vulnerable clients has become something of a hot potato in recent years so it was good this week to see some pleasing progress in the Financial Planning and financial advice arenas. The FCA, the Financial Vulnerability Taskforce and others have been shining an increasingly brightly light on vulnerable clients in recent years, […]
To CD or not to CD?
FCA halts business at ‘no client’ Mayfair adviser
The FCA has halted regulated business at ‘no client’ Mayfair-based financial adviser Kingsbridge Capital Advisors Ltd (KCAL) over non payment of FCA fees. KCAL appealed the matter to the Upper Tribunal on 28 December but on 18 May withdrew its reference to the Tribunal by consent. As a result of the withdrawal of the appeal, […]
New campaign group to fight pension inequality
Campaigners have launched a new group to fight pensions inequalty with the backing of over 20 pensions companies and organisations. The Pensions Equity Group has been launched this week with help from the PLSA (Pensions and Lifetime Savings Association) and is backed by a coalition of over 20 substantial pension companies and organisations. The […]