eCommerce continues to dominate the vast global retail landscape – and it’s a monster for good reasons. With an online store, you can: reach a global audience capture the appeal and freedom of delivery services take a variety of payment types work from almost any location It’s not only attractive to business owners, but dually […]
Archives for 2023
The advisory all rounder bridging the skills gap
Amidst an industry-wide skills shortage, Xero’s State of the industry report shows that over a third (38 percent) of practices today are struggling to hire experienced team members. Despite this, Dinesh Aggarwal – founder and Managing Director of Fortuna Advisory Group – has his sights set on growth. In fact, he’s determined to win the […]
Ex-Wells Fargo teams form largest practice at LPL Strategic Wealth
Fairstone acquires Lincs Chartered Planner firm
Expanding Financial Planner and wealth manager Fairstone has acquired £200m FUM Lincolnshire Chartered Planner firm MT Financial Management. The deal, for an undisclosed sum, is the second for Fairstone this year. MT principal Trevor Wilshire said the deal would ensure the long-term future of his firm. MT was set up 25 years ago and focuses […]
The Latest In Financial #AdvisorTech (March 2023)
Welcome to the March 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Conquest, a Canadian financial planning software provider […]
Time to celebrate amazing accountants taking on industry challenges
Despite the fantastic work that accountants and bookkeepers do, the industry has an image problem. There’s still an old-fashioned perception, with little understanding of how you support small businesses and the wider economy. We know from our recent research – Five biggest hurdles hindering accountants – that recruitment is a key hurdle you face, and […]
Bringing back Appy Hour to Asia
One of my favourite things since starting at Xero Asia is the discovery of the many cloud applications that empower the region’s SMEs by making them more efficient and productive. Now that Singapore has entered an endemic phase, I can’t wait to get out there and meet more of the Xero community. We’ve learnt in […]
Innovating for the future: how Faber LLP built Online Accountant, LLP for the digital age
Edmonton may not be the first city that comes to mind when thinking of leading tech hubs, but it is rapidly gaining recognition as an emerging hotspot for technical innovation, positioning itself to compete with the likes of Silicon Valley, Beijing, and Toronto. It’s no surprise, then, that a local firm like Faber LLP has […]
