Archives for May 2023
RBC loses profits amid American crises
Octopus launches workplace brand
Investment and energy provider Octopus Group has launched a workplace-channel financial guidance brand. Octopus Money will offer customers their own money coach or financial adviser and will offer advice on areas such as investment and pensions. It will also offer a one-to-one budgeting support service. Octopus said Octopus Money aims to help employers improve their […]
Four ways small businesses can work smarter in Xero this EOFY
It’s often said that (almost) no one goes into business to do their own accounting. So it’s no surprise that many entrepreneurs lean heavily on a trusted advisor for support, particularly around busy times like EOFY when tax, compliance, payroll and other business obligations come into play. For those on the Xero platform, collaborating with […]
Gen Z investors seek advice from friends and family more than from planners
Podcast: Industry battles to control IoT security risks
The risk of data breaches in the Internet of Things is growing fast and the costs are rising faster. In the latest Trending Tech podcast, host Jeremy Cowan asks Thales’s marketing director for Digital Identity and Security, Stephane Quetglas how the industry is responding. Spoiler: It’s fighting back hard! Plus Robin Duke-Woolley, CEO and founder […]
FSCS probes 2 overseas firms over pension transfers
The Financial Services Compensation Scheme is probing two overseas-based adviser firms which used used EU ‘passporting’ rules to advise UK clients on pension transfers. Irish firm Wellington Court FS Ltd and Portuguese firm Abana Unipessoal Lda were both ‘passported’ into the UK under the EU Insurance Distribution Directive, allowing them to transact business in the […]
5 Screening Questions To Assess Client Readiness And Appropriateness (And Why It’s Especially Useful For Some Firms)
Screening calls are a common part of the prospecting process for financial advisory firms, particularly those that receive a large number of inquiries, and can help determine whether a prospective client might be a good fit. At the same time, these calls can be awkward for both the prospect and the advisor, as the prospect […]
Highlights from this year’s Xerocon Sydney agenda
In just a few months, we’re heading back to Sydney’s iconic Darling Harbour for Xerocon 2023! On 23 and 24 August, we’re bringing our partner community together from across the globe for two inspiring days. So what can you expect? As the world’s most beautiful and innovative conference for cloud accounting leaders, this is your […]
