A quarter (24%) of Britons have lost track of a pension, according to a new report. A further 22% of those surveyed by investment provider and platform Hargreaves Lansdown were even unsure if they had a forgotten pension. Younger savers were most likely to have lost track of a pension, with 44% of 18 to […]
Archives for June 2023
Getting your business ready for EOFY
Yep, it’s that time of year again – 1 July 2023 is looming, and you need to get your ducks in a row. You not only have to be ready for the new financial year, but you should also be tying up the previous year by ticking off some tasks that tend to fall by […]
How AI Is Transforming the Accounting Industry — and What the Future Will Look Like
It’s time to harness the power of AI and transform bookkeeping.
U.S. family offices lead pay ranks with $1 million CIO salaries
#FA Success Ep 336: Showing Prospects An (Asset) Map To Generate More Advice Engagement, With H. Adam Holt
Welcome back to the 336th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Adam Holt. Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 […]
Make better business decisions with Reckon Insights
How well is your small business actually faring? How deep and intricate is your knowledge of your own business? What information do you have available to make better decisions and grow your business with confidence? It’s all too easy to coast along making knee jerk decisions or wild assumptions about your own business. Sure, you […]
The Latest In Financial #AdvisorTech (June 2023)
Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Riskalyze has completed its previously-announced rebranding, and […]
Bookkeeping and accounting for small businesses – Petoskey News-Review
Bookkeeping and accounting for small businesses Petoskey News-Review
Ask an advisor: What should I do with all these I bonds I bought last year?
Weekend Reading For Financial Planners (June 3-4)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study found that advisory forms working with a younger client base tend to have relatively stronger growth in assets under management and revenue over time. In addition, the researchers found that referrals from […]