With another epic Xero Awards evening behind us, it’s time for us to reflect on the success of our accounting and bookkeeping community. Judged by Xero leadership and a panel of guest judges from across the accounting industry, the 2023 Xero Awards programme for the UK & Ireland celebrated the rockstar accountants, bookkeepers and app […]
Archives for May 2023
Brothers convicted over £750,000 scam investment firm
Two brothers have been convicted of fraud and money laundering after taking £750,000 out of a failed peer-to-peer style investment firm. Peter and Andrew Currie were prosecuted by the Financial Conduct Authority. At Southwark Crown Court on Monday Peter Currie (59) was convicted by unanimous verdicts of two counts of fraud and one of money laundering while […]
#FA Success Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt
Welcome back to the 334th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Meg Bartelt. Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households. What’s unique […]
App Partner Stories: Make the most of the small business summer rush by preparing ahead of time
With the busy summer season approaching in the northern hemisphere, many small businesses are gearing up for the busiest time of the year. And while the increase in customers provides a nice boost in revenue, the summer months also bring unique challenges. If your small business is one that experiences heavy traffic during the summer […]
Commonwealth recruits $1.2B team of 13 Lincoln financial advisors
Best Practices For Running A Financial Planning Internship Program (And Creating A More Productive Outlook)
Traditionally, financial planning internship programs have offered students who are aspiring financial planners a way to prepare for entering the workforce by gaining real-world experience in advisory firm settings (as well as a way to get their foot in the door with prospective employers). But when the COVID-19 pandemic arrived in 2020, many firms shut […]
MPs want crypto to be regulated as gambling
Treasury Committee MPs have called for consumer trading in unbacked cryptoassets to be regulated as gambling. It warned that cryptocurrencies pose significant risks to consumers. In a new report, the cross-party committee of MPs said that cryptocurrencies such as Bitcoin have no intrinsic value and serve no useful social purpose, while consuming large amounts of […]
Embark Platform to rebrand as Scottish Widows Platform
The Embark Platform is to rebrand as the Scottish Widows Platform in a major revamp for the Embark Group. As part of the shake-up the Advance by Embark platform, the former Zurich platform acquired by Embark in 2020, will shut later this year with accounts transferring to the Scottish Widows Platform. Embark will outline its future […]
