Dive into the world of franchising in this Q&A with Lime Licensing’s CEO, Andy Cheetham, as he shares his expertise, insights, and advice for businesses looking to franchise. How can a business determine if its model is suitable for franchising? Franchising is all about replication. If your current business can create a clone of itself […]
Archives for March 2024
Cash flow statement: what it is and examples
If you’re either already running your own business or gearing up – one of the more important statements you can produce is a cash flow statement. Cash flow is the life blood of your business and critical to being able to pay debts and survive, nay, thrive. Poor cashflow is often cited as the most […]
Morgan Stanley alts head: Up to 25% of portfolios could be in private markets
Alison Nest says wealth managers can play a particularly useful role in helping investors navigate the intricacies of private equity, private credit and similar investments.
The worst of times: The top issues in accounting – Accounting Today
The worst of times: The top issues in accounting Accounting Today
Your Guide to Accounting Software for Sole Proprietors
Being a sole proprietor is a rewarding, but challenging, journey. Many sole proprietors view managing finances as one of the most challenging tasks. But thanks to accounting software for sole proprietors, financial management (and analysis) has gotten faster and easier. This guide dives into the different aspects of sole proprietor accounting software, including benefits, features […]
How Communicating Guardrails Withdrawal Strategies Can Improve Client Experience And Decrease Stress
Monte Carlo simulations have become a central method of conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of […]
We’re paying back time with new changes in Xero Payroll
If you’re running a small business that employs staff, you know the administrative ‘to-do’ list can be quite lengthy. Onboarding, managing timesheets, setting wages, processing payroll, preparing for end of financial year… it can all take up valuable time. Pay runs in particular need to be easy and efficient for you, as well as your […]
Exiting Raymond James CEO made firm ‘fifth wirehouse’
Paul Reilly is scheduled to hand the reins to his chief financial officer Paul Shoukry next year.
#FA Success Ep 377: Navigating A Major Health Event While Keeping Your Advisory Firm Going And Growing, With Meredith Moore
Welcome back to the 377th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Meredith Moore. Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households. What’s unique about Meredith, though, is […]
Beware, boasters: SEC challenges firms’ extravagant AI claims
Regulators contend two firms falsely advertised themselves as the first to apply artificial intelligence to investment recommendations.