With FY24 officially upon us, now is the perfect time for small business owners to take stock, and look at what tools you can leverage to become more efficient and effective in the new year. All so you can spend more time doing what matters most. This is where the Xero App Store comes into […]
Archives for 2023
Survey says: ESG investors who cite ethics still expect returns
JPMorgan Chase draws 148 advisors as earnings soar amid banking crisis
Weekend Reading For Financial Planners (April 15-16)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that on the heels of introducing its own self-clearing platform and acquiring fellow RIA custodian Shareholder Services Group, Altruist announced that it raised $112 million in a series D funding round, bringing its total funding to […]
Vanguard, T. Rowe Price, Schwab top 2023 J.D. Power DIY investor survey; Merrill Lynch and Wells Fargo remain at bottom
Editor’s Comment: Why better financial literacy adds up
The UK has an impressive 99% literacy rate, according to international studies. While this is worthy of praises I suspect the ‘financial literacy’ rate for the UK is just a fraction of this and the country is poorer as a result. We have a population which is, seemingly, routinely scammed, cannot work out 15% of 100 and […]
CISI’s new financial literacy charity moves forward
The CISI Future Foundation, a body set up by the CISI to improve financial literacy, has been granted charitable status and can begin considering grant applications. The body, set up last year, aims to boost financial literacy in the UK and will focus initially on working with young people from disadvantaged backgrounds. The foundation aims […]
2 board appointments for FCA
The Treasury has appointed experienced financial services executive Sophie Hutcherson to the FCS board and reappointed Bernadette Conroy for a second term. Mr Hutcherson is appointed as a non-executive director. She has 30 years’ experience in financial services and was a senior adviser to the CEO at Wells Fargo. She also held senior positions at […]
A sneak peek into what’s next for reports in Xero
Our team hit the ground running in 2023, introducing a number of exciting features to new reports that we know you’ve been waiting for — including the addition of foreign currency to new reports. Here are some of the highlights and a sneak peek into what’s coming next. Don’t forget, the older versions of our […]
