Archives for 2023
Think tank calls for rise in pension age
The Resolution Foundation has urged Chancellor Jeremy Hunt to use next month’s Budget to raise the age at which people can access tax-free private pension wealth. The think tank said doing so would discourage people from leaving the workforce before the state pension age. It said the current system of pension freedoms which allows people to […]
#FA Success Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture, With Danqin Fang
Welcome back to the 321st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Danqin Fang. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households. What’s unique about Danqin, though, […]
Why tradies need accounting software
Whether you’re a plumber, electrician, construction worker, mechanic or carpenter, every tradie needs the right tools for the job. So why is it so useful to be running your trade business using proper cloud accounting software? Let’s look at the needs of your industry and how proper cloud accounting software can help… Why not fire […]
What are the real opportunities for decentralisation in 5 years?
We’re thrilled to be launching Future Focus, a series dedicated to removing the mystery, hype — and maybe even fear — from some of those futuristic technologies you’ve always wondered about, but never knew how, or who, to ask. Our aim is to help you get your head around them now so that the implications […]
Strong demand for investment companies on platforms
Purchases of investment companies on adviser platforms grew 1% in 2022, compared to a 7% drop in purchases of all products, according to new data. Net demand for investment companies jumped 48% to reach an all-time high. That’s according to the latest figures compiled for the Association of Investment Companies (AIC) by ISS Financial Clarity. […]
Abandoning Surge Meetings To Better Meet Client Needs And Promote Advisor Well-Being
One of the most important parts of a financial advisor’s value proposition is time spent meeting with their clients. These meetings allow advisors to listen to their clients’ concerns, make planning recommendations, and chart a course for the coming months. And while advisors recognize the importance of holding regular client meetings, there is no consensus […]
Three weird and unique business ideas to get you thinking…
Making money doesn’t have to mean you tread a well-used path and do what others are doing. If you can corner a niche, do something different, and offer something valuable. You can get as weird as you like! Let’s take a leaf out of the left-field book and see how others have created truly unique […]
You can now enrol in STP Phase 2 – it’s crunch time to complete your transition
The moment is here; the final step of Xero’s Single Touch Payroll Phase 2 roll out is now available to all customers. Once your payroll data is updated and you’ve marked each step as complete in the STP2 Portal, you’ll be able to enrol in Phase 2 reporting – step four of the transition. This […]
