We’ve made some great progress towards creating a single source of truth for your client data across Xero Practice Manager (XPM), Xero HQ and Xero Tax. This is an important part of our work to connect our practice tools, so you can work more efficiently, collaborate with your clients more effectively and get the most […]
Archives for June 2023
Charitable giving strategies that maximize client impact
Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.
Financial education standards are failing, and advisors say that hurts their clients
A new report from the National Financial Educators Council argues that current school mandates for financial literacy are subpar.
Weekend Reading For Financial Planners (June 17-18)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC issued a risk alert highlighting areas of increased focus regarding its new marketing rule for upcoming examinations, including whether there is clear disclosure of whether the person giving a testimonial or endorsement is […]
Editor’s Comment: Professional bodies get sexy(-ish)
There was a time when the professional body sector was reassuringly dull. An oasis of calm, grey in a sea of volatile and excitable financial services. That seems to be changing quite rapidly if the examples we’ve seen this week are anything to go by. In business terms, the professional body sector is getting just […]
A Goldman Sachs partner’s sexually explicit video led to millions in settlement
Former Goldman partner Adam Dell, 53, was accused of sending graphic footage of himself to a junior staffer in 2020.
IRS updates list of automatic accounting method changes
The IRS on Thursday provided a comprehensive, updated list of changes in tax accounting methods to which the automatic change procedures in Rev. Proc. 2015-13 apply. The list includes 29 changes that the Service describes as significant.
Nearly 1 in 2 women say they fear pension poverty
Nearly 1 in 2 women over 50 say running out of money during retirement is one of their biggest financial concerns, compared to only 1 in 3 men of the same age. According to a survey of over-50s by provider SunLife, women over 50 are only half as likely as men over 50 to have […]
Chartered Planner joins Continuum Wiltshire team
National IFA Continuum has expanded its team in Wiltshire with the hiring of Chartered Financial Planner Stephen Hall. Mr Hall joins Continuum after 13 years at Positive Solutions and has been working in the advice sector for 23 years. Last year fund manager and wealth manager M&G acquired 49.9% of Continuum for an undisclosed sum. […]
Staying up to speed with artificial intelligence in accounting – Thomson Reuters Tax & Accounting
Staying up to speed with artificial intelligence in accounting Thomson Reuters Tax & Accounting