If you’re anything like us, the shorter days and colder weather signals not only a change in season, but the nearing of another cyclical shift – the new financial year. With just over six weeks left in FY23, now’s the time to get organised. And a good place to start is with finalising payroll. This EOFY […]
Archives for 2023
The value of an advisor: 3 ways wealth managers save Americans money
NS&I raises Direct ISA rate to 2.4%
The interest rate NS&I pays on its Direct ISA account has been increased today from 2.15% tax-free/AER to 2.40% tax-free/AER. More than 333,000 NS&I customers are set to benefit from the increase. The savings organisation last increased the rate on its Direct ISA in January this year – while the rate on its Direct Saver […]
#FA Success Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation, With Jim Dew
Welcome back to the 333rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jim Dew. Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs. What’s unique about […]
Business Update – 17 May 2023
Welcome to our Weekly Digest – stay in the know with some recent news updates relevant to business and the economy. The good, bad and indifferent of the Federal Budget: a small-business owner’s view The Federal Budget has both positives and negatives for small business owners, such as tax cuts and increased access to capital, […]
Shoutout to some of our favourite NFPs for National Volunteer Week!
At Reckon we have a deep-rooted belief in the power of volunteering. The simple act of giving up some of your spare time or resources to benevolently improve the lives of others is one of the most worthwhile things you can do. Whether these Not For Profit groups are our very own customers or are […]
Superannuation is changing – introducing payday super
On 2 May 2023 Treasurer Jim Chalmers and Assistant Treasurer Stephen Jones transmitted a joint media release detailing important changes to the way that super is paid by employers and received by employees. As the statement professed, “The Albanese Government is committed to strengthening the superannuation system so that it is equitable, sustainable and delivers […]
New fraternity for aspiring planners seeks to build paths into field
SIPP firm backs Mental Health Awareness Week
Manchester SIPP provider iPensions Group is backing this week’s Mental Health Awareness Week with a series of events, workshops and sessions. Staff are competing with colleagues from different offices in a step marathon (Stepathon), to encourage an active lifestyle. The two-week Stepathon is already under way across the company – which also has office in Edinburgh – […]
Why ChatGPT Is No Threat To Real Advisors
The financial advisory industry has faced many purported technological ‘threats’ over the past several decades. From the introduction of computers to the rise of the internet to the emergence of ‘robo-advisors’, there has been no shortage of innovations that would allegedly reduce the need for consumers to work with (human) financial advisors. But in reality, […]