As a busy accountant or bookkeeper, we know you don’t always have time to go through each client’s books to proactively identify issues or opportunities. That’s why we’re thrilled to share that we’ve been testing a new client insights dashboard for advisors, which gives you a snapshot of the financial health of all Xero business […]
Archives for September 2024
Intelliflo offers advisers Insignis Cash
Adviser fintech and back office provider Intelliflo has linked with cash savings platform Insignis Cash to offer advisers a cash management solution to their clients.
7 New Lessons Learned Building A Fee-Only RIA From Scratch: Years 3–5
Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they […]
Ask an Advisor: What is the time frame in which you analyze an investment?
Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.
Advisors, tech leaders to discuss AI regulation, compliance at ADVISE AI
Leading advisors and tech experts will answer questions on how to keep AI in regulatory check and demonstrate new tools to ramp up compliance and fraud oversight at Financial Planning’s quickly approaching ADVISE AI conference.
Weekend Reading For Financial Planners (September 21–September 22)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets declined slightly in 2023 (perhaps […]
Stonehage Fleming scoops 2 STEP Private Client awards
Stonehage Fleming’s advice team won two awards, including Financial Advisor Team of the Year, at the STEP 2024 Private Client Awards last night.
FSCS declares Staffs wealth manager as failed
The Financial Services Compensation Scheme, the consumer financial safety net service, has declared a wealth manager as failed, opening the door to clients to claim compensation.
Tax bills jump £8.9bn year on year
Latest HMRC figures out today reveal that the total government tax ‘take’ jumped £8.9bn year on year in the latest five month period.
How Payday Super works for small businesses
The Australian Tax Office and the Treasurer, Jim Chalmers, have released more details on the Payday Super scheme, which will take effect on July 1, 2026. The scheme was announced in the 2023-2024 Federal Budget and outlines that employers must pay their employees’ superannuation guarantee contributions alongside their regular salary and wages. This is quite […]