Britain doubles down on climate target, rules out accounting loophole Reuters UK
Archives for May 2024
#FA Success Ep 386: Turning Impostor Syndrome Anxiety Into A Strength That Drives Client Referrals, With Dann Ryan
Welcome everyone! Welcome to the 386th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Dann Ryan. Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households. What’s unique about Dann, though, is how […]
10 “Dos and don’ts” in accounting automation for your business
Guest Post by Pohan Lin. Accounting tasks have long earned notoriety for their slow, manual nature. All that is now set to change, as accounting is one of the areas where automation can bring the biggest benefits. Admittedly, changing the way things have always been done is nerve-wracking. But there are some basic dos and […]
Troubled WH Ireland in talks over capital markets sale
Troubled wealth manager and Financial Planner WH Ireland has confirmed that it is in discussions over the possible sale of its capital markets division as it continues to seek to stabilise the firm. In a stock market announcement today it said it is in discussions with independent financial services group Zeus Capital Limited over a […]
10 Factors To Determine If Your Potential Niche Is Really Viable (And How To Finetune If Necessary)
Ongoing research into how advicers can structure their practices to be better and more successful has consistently highlighted the benefits of choosing to serve a specific niche. In fact, the more specific the niche, the better, as a highly specialized niche not only allows an advicer to differentiate themselves in a crowded marketplace of other ‘generalist’ advicers, but also […]
The 20 most financially savvy states
The top state in the ranking received a total score for financial literacy of 72.46 out of 100.
Streamlining your food startup with tech: Tools that save time and boost quality
Guest Author: Rachel Melegrito, Pixabay.com. In a world where food trends come and go faster than you can say “cronut,” it’s not just the flavor of the month we’re chasing, but also the lightning-fast efficiency to deliver that taste. Startups in the food business often face a delectable challenge – how to marry fresh, quality […]
New York crypto personality used ‘Seinfeld’ joke in fraud, feds reveal
A New York man pleaded guilty to swindling people out of more that $1 million in a scheme that referenced the “Seinfeld” character George Costanza.
More ultrarich are worth over $100B than ever before
AI, luxury goods and geopolitical shifts have buoyed several people above the threshhold.
Weekend Reading For Financial Planners (May 18-19)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (rather than sharing […]