The first-ever Xero Talks event took place on 15 April, and judging by the energetic conversations happening on and off stage, it was a huge hit with attendees. Key speakers on tech, talent, and industry change gave us their insights in following sessions: Three things in life are certain: Death, taxes, and AI Navigating the […]
Archives for 2023
State Pension Age rise to 68 to be reviewed
Work and Pensions Secretary Mel Stride told MPs in the Commons today that the rise in the State Pension Age to 68 will be put on hold. Mr Stride confirmed, however, that a planned rise in the State Pension Age to 67 between 2026 and 2028 will go ahead. There will be a review of […]
Let’s join together to put an end to late payments
Late payments have long been one of the biggest frustrations for small businesses. They cost jobs. They force healthy businesses to close. They stop businesses from meeting their own commitments, like paying their people. They cause any number of sleepless nights and serious mental health consequences as people running small businesses are forced to juggle […]
Clients bolting First Republic test wealth advisors’ staying power
What needs to happen for the metaverse to reach its potential for small business?
The amount of global coverage for the metaverse has ramped up in recent times, creating the impression that it will soon become a common way to sell, play and work online. But for many people, there is confusion around what the metaverse actually is and how it could be used in a practical way. The […]
From managing tenants to managing wealth: Helping clients ‘retire’ from active to passive real estate investing
Nexus sold for £500,000 after FCA restricts firm
Nexus Independent Financial Advisors Limited and Nexus Investment Managers Limited have been sold for a total of £500,000 following restrictions placed on the firm’s activities by the FCA. The FCA stepped in earlier this year after concerns about client money irregularities at the Fareham, Hants, firm totalling £2m. Nexus fell into administration following the FCA […]
Discovery Meeting Framework: 6 Questions To Help Prospects Who Are Resistant To Change
Financial advisors often approach discovery meetings with prospects as an opportunity to ‘sell’ the value of the financial planning services they provide. This is often done by having the advisor learn about the prospect’s needs and show the prospect how the advisor can help them achieve their financial goals, ideally motivating the prospect to sign […]
The psychology of money: how your mindset affects your financial decisions
Anthony Martin, founder and CEO of Choice Mutual says: “The relationship between our mindset and how we handle money is exciting! Your beliefs, attitudes, and behaviours towards money can affect your financial health. If you take the proper steps – acquiring sound financial education, building healthy financial habits, cultivating a sense of abundance, and focusing […]
