Today is Xero Day, which marks a special day here at Xero. It’s the anniversary of the day where it all started for us 17 years ago. Our customers, partners and people have played a vital role in our success and Xero Day is about reflecting on all of you and our purpose to make […]
Archives for July 2023
Commonwealth, Stifel and Raymond James get top advisor satisfaction grades, dethroning Edward Jones
J.D. Power’s latest study used a different scaling method that brought down scores across the industry among 15 major firms examined in the firm’s annual poll.
Why International Diversification Is Still The Prudent Strategy (While Keeping Behavioral Biases, Risks, And Results In A Healthy Perspective)
As the U.S. stock market has, on average, outperformed international equities over the last 15 years since emerging from the Great Recession of 2008, many investors argue that international diversification is a poor allocation of dollars that would otherwise be earning more in the U.S. market. The outperformance of U.S. stocks has led to the […]
North-south retirement gap growing
Workers in London and the East of England are saving 40% more than those in the Midlands and North, according to a new report. Expectations and preparations for retirement vary widely across the country, according to the report from think tank Phoenix Insights. Total pension pots in the Midlands and the North average less than […]
ICYMI | Accounting for Unsubmitted Grant Reimbursement Claims … – The CPA Journal
ICYMI | Accounting for Unsubmitted Grant Reimbursement Claims … The CPA Journal
#FA Success Ep 340: Operating Agreement As Pre-Nup: Splitting Away From Ensemble Partnership To Launch Your Own Firm, With Melissa Joy
Welcome back to the 340th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Melissa Joy. Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. What’s unique about Melissa, though, is how […]
Delivering environmental value – the systems integrators opportunity
Countries globally are coming together to address the financial implications of climate change and deliver solutions for those communities most at risk. It is now vital to deliver ubiquitous access to smart technologies that will mitigate the effects of environmental change, especially in developing nations. Eric Menard, VP of strategy and business of Astrocast, explains […]
How Citizens plans to take on the wealth industry after its hiring coup from First Republic
Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what’s next.
The Latest In Financial #AdvisorTech (July 2023)
Welcome to the July 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 Pershing X has announced the launch of […]
How to Financially Prepare For the Unexpected
Nobody likes thinking about the worst-case scenario. Mass layoffs at work, a broken pipe that floods the house, or sudden death in the family are so many ways our lives can change instantly. But just because they’re hard to think about doesn’t mean you shouldn’t consider the possibility of an unexpected event. You owe it […]