It’s with great excitement and anticipation that we announce the winner of Xero Australia’s Xerocon London partner competition. One lucky partner and a guest of their choosing will be treated to flights and accommodation to London and tickets to attend this year’s Xerocon London on 12 – 13 June. So, the moment of truth. The […]
Archives for April 2024
Ex-Morgan Stanley advisors’ $3M win could open floodgates to deferred comp claims
The lawyers representing the claimants in a recent FINRA arbitration case say they have scores of clients still seeking to secure pay they contend they’re owed after departing for another firm.
Supreme Court to decide estate tax impact of life insurance in closely held businesses
This term, the Supreme Court will answer the questions regarding the estate tax treatment of life insurance proceeds received by a closely held business and its shareholder redemption obligations. It heard oral arguments last week.
The $1tn ‘hold-to-maturity’ sleight-of-accounting – Financial Times
The $1tn ‘hold-to-maturity’ sleight-of-accounting Financial Times
1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets
With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. Even more difficult is using data based on samples and surveys (and subject to constant revision!) to develop some idea about which of […]
$72M Commonwealth judgment hammers home firms’ disclosure duties
The case is the latest to emphasize advisors’ obligations to let investors know when they receive money for recommending certain mutual fund products.
Five ways to work smarter in Xero this FY25
With the new financial year officially upon us, now is your chance at a fresh start. This means it’s time to revisit goals, set intentions, and level up in order to make the most of the next 12 months. A good place to start? By optimising your systems and processes to create more seamless workflows […]
CPA licensure program off to ‘promising’ start
The Experience, Learn & Earn program, designed to help accounting graduates earn required academic credits for CPA licensure, began earlier this year with online classes at Tulane University.
Autodesk Is Investigating Accounting Practices, ADSK Stock Falls – Bloomberg
Autodesk Is Investigating Accounting Practices, ADSK Stock Falls Bloomberg
#FA Success Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations, With Hans Blake
Welcome everyone! Welcome to the 379th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Hans Blake. Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households. What’s unique about Hans, though, is how through a […]