Omnis Investments’ chief investment officer Robert Jeffree has been appointed chief executive of Openwork’s £10bn specialist asset management company. The appointment is subject to regulatory approval. He will be responsible for the leadership of Omnis, and will report to Richard Houghton, chief executive of The Openwork Partnership. {loadposition hidden2} Mr Jeffree has more than 25 […]
Archives for 2023
Most Americans say lying about money is as bad as cheating. Many keep doing it anyway
Curtis Banks waives SIPP fees
SIPP and SSAS provider Curtis Banks has launched two new fee concessions and extended its offer on in specie commercial property transfers. It will continue to waive the fee on in specie property transfers until June 2023. Meanwhile for new Your Future SIPP clients Curtis Banks will waive the cash transfer-in fee and in specie […]
Kitces & Carl Ep 106: Sharing ‘Real’ Examples Of Your Work To Show The Value Of Financial Planning
The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. Despite its growing popularity, though, financial planning remains a relatively mysterious concept for many people who don’t understand how financial advisors actually provide value. For most financial advisors today, a website […]
A personal note from Xero’s new CEO
I wanted to take a moment to say hello to you, and thank you for being a Xero customer! I recently stepped into the new role as Xero’s CEO, and it’s a privilege to serve all of you – our Xero team, our investors, and all the communities of which we are a part. Xero […]
Why you should always bring your joy to work, with Orion’s Brian McLaughlin
TPR warns trustees on ESG reporting
The Pensions Regulator has warned that trustees failing to meet their environmental social governance (ESG) and climate change reporting duties face fines of up to £50,000. The regulator has launched an investigation into the issue. It will include a regulatory initiative to check whether trustees are publishing important data on ESG. Emails are being sent […]
Form ADV Part 1: Common Missteps And Best Practices For RIAs
As a document required to be filed by all registered investment advisers, Form ADV is (at least in theory) a standardized description of each RIA’s services, fees, and business practices, presented in a series of four forms (Part 1, Part 2A, Part 2B, and Part 3) each comprised of a set of underlying sections. As […]
New working from home tax rules from the ATO!
The Australian Tax Office has announced changes to the current working from home deduction rules and rates, which were set during the COVID-19 pandemic. The rules have shifted from the previous tax year (2021-22) with the changes reflecting the increase in people working from home. The ATO states that “The changes better reflect contemporary working […]
Xero is heading to Accountex Australia 2023 – join us there!
Have you heard the news? Accountex – the leading accounting and finance event in the UK and Europe – is heading down under next month for the first time ever. Between 15 to 16 March, advisors from across the country will descend on Sydney’s International Convention Centre (ICC) for two days of learning, collaboration and […]