The offering, a mix of liquid credit and private investment, still needs regulatory approval.
Archives for September 2024
#FASuccess Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time, With John Mason
Welcome everyone! Welcome to the 402nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is John Mason. John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. What’s unique about John, though, is […]
FCA launches first crypto criminal prosecution
The FCA has charged the first individual with running a network of illegal crypto ATMs.
What’s new in Xero – September 2024
It’s been a huge three months: we’ve hosted Xerocons in both London and Nashville, and have been hard at work delivering numerous product updates, many inspired by your ideas, requests, and feedback. In last month’s edition we shared how we’re making it easier for you to navigate and tab through fields in invoicing, and in […]
What’s new in Xero – September 2024
It’s been a huge three months: we’ve hosted Xerocons in both London and Nashville, and have been hard at work delivering numerous product updates, many inspired by your ideas, requests, and feedback. In last month’s edition we shared how we’re making it easier for you to navigate and tab through fields in invoicing, and in […]
FCA delays SDR label requirements
The FCA has given firms four more months time to comply with its new Sustainability Disclosure Requirements’ regime and new investment label rules.
Biden aides working on U.S. sovereign wealth fund
The proposal seeks to mirror similar funds used by Norway, Kuwait and Abu Dhabi to support national interests in technology, energy and other industries.
Why Service Advisors Who Obtain CFP Marks Are Making More Money For Themselves And Their Firms
While the share of advisors with the CFP marks has risen steadily over time, today, about 2/3 of financial advisors are not CFP professionals. This means that, for most advisors, the decision to obtain this designation remains an open one. A crucial factor in an advisor’s decision to prepare for the CFP exam – often […]
Financial planning as a perk opens doors for advisors
This fringe benefit can take the weight off of the company’s human resources department, allow employees to experience the benefits of financial planning and even allow advisors to prospect for new clients.
Tech execs: Don’t adopt advisor AI because of FOMO
Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group discuss how advisors should be careful not to jump into AI too quickly, despite being tech advocates themselves.