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Archives for June 2023
#FA Success Ep 338: Finding Your Why In Helping Clients Figure Out What To Retire Towards (Not From), With Tony Hixon
Welcome back to the 338th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Tony Hixon. Tony is the Co-founder and COO for Hixon Zuercher Capital Management, an independent RIA based in Findlay, Ohio, that oversees more than $300 million in assets under management for nearly 330 client households. What’s unique […]
Premium Bonds prize fund rate hiked to 3.7%
NS&I has increased its Premium Bond prize fund rate from to 3.3% to 3.7%, the sixth prize increase in just over a year, and its highest rate in more than 15 years. The change will add £39m to its July prize fund although the odds of each £1 Premium Bond winning a prize will remain […]
Save the date: Xerocon London 2024
This week the UK welcomes another year of Glastonbury – the five-day music festival like no other, where world class acts take to the stage to perform in front of hundreds of thousands of dedicated festival goers, all of whom have overcome the odds to secure themselves a ticket to one of the most famous […]
Our support for women’s football through the better numbers program
Millions of people around the world, myself included, are beyond excited in anticipation of the FIFA Women’s World Cup 2023 in July and August and Xero is incredibly proud to be a FIFA Women’s Football Partner. While we’ll all be caught up in the excitement of the tournament, it’s important to keep in mind the […]
How to get support as you make the switch to new reports
There’s now a little over a month to go before old reports in Xero are retired. Our new reports are packed with powerful customisations that will help you get quick access to answers and streamline your financial analysis. As you finish up your work in old reports and prepare for the big day, it’s a […]
Financial advisors team up to build industry’s first Black-owned $1B RIA
Anna N’Jie-Konte and Keith Beverly are aiming for big growth through recruiting and M&A deals aligned around the mission of changing wealth management.
21 Expenses Related to Running a Small Business
Making sales and bringing in money is among the most enjoyable parts of running a small business. Revenue is a proof of concept for your business idea. It shows that people are interested enough to pay you for what you’re selling! But running a sustainable small business requires more than just bringing in money. It […]
Communicate (The Necessity Of) Fee Increases With A Client-Centric, Value-Based Approach
Recent years have seen an increase in the number of RIAs charging fixed monthly retainer fees, and while retainer fees can have several advantages over other types of fees, one notable disadvantage – particularly as compared to traditional AUM fees, which tend to increase automatically in line with financial markets – is that financial advisors […]
How we’re making it easier for practices in the UK to manage clients in Xero
We’ve made some great progress towards creating a single source of truth for your client data. It’s all part of our work to connect our practice tools, so that in the future, as you manage your clients’ tax obligations in Xero, the data flows seamlessly into our practice management tools. This will help you work […]