Video marketing has grown exponentially over the last few years. It’s no secret that to stay on top of marketing trends – and results – you should be paying careful attention to including video marketing in your content mix. Why bother with video marketing? Here’s some interesting video marketing stats to consider… If you’re unconvinced […]
Archives for 2023
Raymond James’ recent advisor hiring slows, but ‘very large teams’ soon to join
Auto-enrolment thresholds frozen for 2023/24
The government has confirmed that, after its latest review, auto-enrolment thresholds will be held at their current levels for the next year. It means the automatic enrolment earnings trigger will remain at £10,000. Meanwhile the lower earnings limit of the qualifying earnings band will remain at £6,240 for 2023/24 and the upper earnings limit will […]
Kitces & Carl Ep 104: How Do You NOT Grow (And Finding The Constraints To Help Say No)
For many financial advisory firm owners, growth is often the primary goal in the early years of launching a business. However, at a certain point, initial business growth goals will have been met, leaving the business owner at a crossroads of deciding where to take the business next – should they maintain the firm’s current […]
Xero Roadshow 2023: Every step counts
This February, we’re pumped to be hitting Australia’s major cities and regional towns for – you guessed it – Xero Roadshow 2023! From Geelong to the Gold Coast and Parramatta to Perth, we’ll be touring 17 locations between 7 to 27 February. Since we last hit the road in March 2022, the world has continued to […]
Work is the new retirement, even for the rich
Ex-Janus Henderson analyst charged with insider dealing
A former analyst at asset manager Janus Henderson has been charged along with four others with conspiracy to commit insider dealing and money laundering from which they pocketed £1.5m. Redinel Korfuzi, 35, has been charged with offences that occurred between 17 December 2019 and 25 March 2021. The Financial Conduct Authority has alleged that Mr […]
Creating A (Just In Case) Game Plan For Clients Facing Layoffs
With the U.S. economy predicted by many experts to slow down in the near future, many people’s thoughts have turned to the prospect of a recession. And along with those expectations may come concerns for those still in the workforce about the possibility of layoffs, and needing to get by without income for an unknown […]
Four ways to get your banking data into Xero
One of your most important accounting jobs — bank reconciliation — relies heavily on getting accurate banking data into Xero. Yet entering bank transactions manually is often time-consuming and error-prone. Regular bank reconciliation not only saves you time, it also gives you a wealth of insights at your fingertips. You can spot cash flow trends, […]