It’s no secret the accounting and bookkeeping industry has been battling a critical talent shortage for some time. In fact, we’ve conducted new research that reveals almost two-thirds of employing practices (65%) have experienced challenges with finding and keeping the right staff in recent years. Our report, Reshaping accounting and bookkeeping: Image, talent and the […]
Archives for 2024
8-Step “Agile Change” Framework For Smaller Firms To Communicate And Implement Organizational Change
For most of its history, the financial advice industry has been very slow to change. Over the last 50 years, even the most substantial changes to occur – such as the movement away from commissions and towards fee-based compensation, and the shift from an investment-centric approach to more holistic financial planning – have taken place […]
Ask an Advisor: Advising couples with ESG investing when they disagree
Several advisors answered the call with their strategies for tackling this potentially sticky situation.
Suit: UBS’ sweeps change is ‘implicit admission’ of wrongdoing
UBS executives estimate their plan to raise rates on certain accounts will cost the firm $50 million. A new suit cites that as evidence that the firm “violated its obligations to its clients.”
Appeals court sides with foreign investor over IRS and Tax Court decision
The decision hinging on the definition of “inventory” in the sale of a highly valuable position in a U.S. partnership resolved a saga that began 16 years ago.
Weekend Reading For Financial Planners (August 24-25)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a new study indicates that while financial advisory firms are largely satisfied with their tech stacks, they take a range of approaches to applying tech: from “innovators” that invest in tech to differentiate themselves from […]
Chartered Planner adds senior hire to boost footprint
Cheltenham-based Chartered Financial Planner firm Attivo has recruited David Melloy as its new strategic business development director to help spearhead plans to expand its UK footprint.
Paraplanning’s ‘Big Day Out’ on the way
The Paraplanners’ Assembly, the support and training network for Paraplanners, is to hold its annual ‘Big Day Out’ event on 12 September.
1 in 5 injured last year had no income while sick
More than one in five adults (22%) who took unplanned leave in 2023 due to injury were not paid during their absence, a major new study has uncovered.
Planner partners with Tony Adams’ mental health support drive
Financial Planning network Rosemount Financial Solutions (IFA), is to partner with an anti-addiction, mental health support campaign set up by former Arsenal and England captain Tony Adams.