Archives for 2023
Podcast: Industry battles to control IoT security risks
The risk of data breaches in the Internet of Things is growing fast and the costs are rising faster. In the latest Trending Tech podcast, host Jeremy Cowan asks Thales’s marketing director for Digital Identity and Security, Stephane Quetglas how the industry is responding. Spoiler: It’s fighting back hard! Plus Robin Duke-Woolley, CEO and founder […]
FSCS probes 2 overseas firms over pension transfers
The Financial Services Compensation Scheme is probing two overseas-based adviser firms which used used EU ‘passporting’ rules to advise UK clients on pension transfers. Irish firm Wellington Court FS Ltd and Portuguese firm Abana Unipessoal Lda were both ‘passported’ into the UK under the EU Insurance Distribution Directive, allowing them to transact business in the […]
5 Screening Questions To Assess Client Readiness And Appropriateness (And Why It’s Especially Useful For Some Firms)
Screening calls are a common part of the prospecting process for financial advisory firms, particularly those that receive a large number of inquiries, and can help determine whether a prospective client might be a good fit. At the same time, these calls can be awkward for both the prospect and the advisor, as the prospect […]
Highlights from this year’s Xerocon Sydney agenda
In just a few months, we’re heading back to Sydney’s iconic Darling Harbour for Xerocon 2023! On 23 and 24 August, we’re bringing our partner community together from across the globe for two inspiring days. So what can you expect? As the world’s most beautiful and innovative conference for cloud accounting leaders, this is your […]
4 ways seniors are improving their lives long after retirement
Adams O’Rourke scoops Sole Practitioner of the Year at the 2023 Xero Awards UK & Ireland
With another epic Xero Awards evening behind us, it’s time for us to reflect on the success of our accounting and bookkeeping community. Judged by Xero leadership and a panel of guest judges from across the accounting industry, the 2023 Xero Awards programme for the UK & Ireland celebrated the rockstar accountants, bookkeepers and app […]
Brothers convicted over £750,000 scam investment firm
Two brothers have been convicted of fraud and money laundering after taking £750,000 out of a failed peer-to-peer style investment firm. Peter and Andrew Currie were prosecuted by the Financial Conduct Authority. At Southwark Crown Court on Monday Peter Currie (59) was convicted by unanimous verdicts of two counts of fraud and one of money laundering while […]
#FA Success Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt
Welcome back to the 334th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Meg Bartelt. Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households. What’s unique […]
App Partner Stories: Make the most of the small business summer rush by preparing ahead of time
With the busy summer season approaching in the northern hemisphere, many small businesses are gearing up for the busiest time of the year. And while the increase in customers provides a nice boost in revenue, the summer months also bring unique challenges. If your small business is one that experiences heavy traffic during the summer […]