The decline is expected to come from client outflows, overlap between the two banks and cost savings.
Archives for June 2023
The Best Integration Apps for Law Firms for Quickbooks Online
Law firms face new challenges every day as technology advances and security becomes more and more important. With the new remote work environment, it is essential that workflow processes keep up with the changes. This equates to eliminating manual work, maximizing performance, and helps to strengthen case victories.
Shock as base rate hits 5%
The Bank of England today increased its base rate by 50 basis points to 5% – twice the increase expected. The increase from 4.5% pushes the base rate to its highest level for 15 years. The rise is seen as part of the Bank of England’s increasingly challenging battle to curb inflation, still running at […]
Advisor Group rebranding to Osaic
CEO Jamie Price and other senior executives revealed the name of the firm that will be home to its current network of eight separate brokerages.
2 PFS directors quit over CII ‘takeover’
Two independent directors of the Personal Finance Society have quit the board and will fight to try and block the potential transfer of £19m in PFS reserves to the CII. The two, Vanessa Barnes and Gordon Wilson, cite “significant concerns” about the independence of the PFS following a move late last year by the Chartered […]
RIA Code Of Ethics: Important Nuances To Note In Relatively Straightforward Requirements
All investment advisers are fiduciaries that owe a duty of care and loyalty to their clients, and, in an ideal world, advisory firms and their staff would abide by these requirements without the need for a prescriptive code of ethics. However, the early 2000s were plagued by a variety of SEC enforcement actions that alleged […]
Small firm, big impact: Tennick Accountants win hotly contested Xero Award
You win, or you learn – that’s one of Tennick Accountants’ internal mottos, and one that encouraged the firm to put themselves in the running and enter the 2023 Xero Awards UK & Ireland. For Graeme Tennick and his team that belief paid off, with the firm taking home the Small Firm of the Year […]
Cornerstone Research’s Elaine Harwood on Trends in PCAOB, SEC … – Thomson Reuters Tax & Accounting
Cornerstone Research’s Elaine Harwood on Trends in PCAOB, SEC … Thomson Reuters Tax & Accounting
Let’s talk about selling with Reckon’s sales team leader
Want to learn more about the art of selling and how to train a sales team or employee? We recently sat down with Francis Benitez, sales team leader at Reckon, to chat about his approach to selling, what he’s learnt, and the lessons he imparts to his team. Hi Francis, can you tell us a […]
Corporate Accountant – KSAT San Antonio
Corporate Accountant KSAT San Antonio