Hear that? It’s the end of financial year screaming down the road in your general direction. It’s coming for you and it’s coming quick. What you shouldn’t be doing at this juncture is taking your sweet time and listlessly awaiting its imminent arrival. Get ready now and brace yourself. Insulate yourself from last minute stress […]
Archives for 2024
We’re answering your questions about new invoicing
Earlier this year we communicated that we’ll be retiring the older version of our invoicing product – classic invoicing – on 2 September 2024. You may have questions about this change, so we thought we’d answer a few of the most common ones people have been asking. Does new invoicing support repeating invoices? Yes, new […]
Creating Incentive Trusts To Foster Beneficiary Legacies Without Spoiling The Kids
The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., how to minimize the burden of estate taxes and avoid the public spectacle of the probate process). And yet, looking at estate planning solely through the lens of […]
Tech vendor relationships: How to end them, and who gets the data?
There are times when vendor contracts must come to an end, particularly as new technology providers enter the market. CEOs offer tips for ending a vendor relationship and what to put in contracts to protect data in a breakup.
TQA addresses related-party disclosure requirements
The AICPA issued a new Technical Question and Answer to provide nonauthoritative guidance regarding the audit implications of a new related-party disclosure requirement for institutions that participate in the financial assistance programs of the Higher Education Act.
Millennials and Gen Z are in the driver’s seat when it comes to holistic planning
Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.
#FASuccess Ep 390: Helping Prospects Find Their Way To You Online With (Local) SEO, With Brent Carnduff
Welcome back to the 390th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Brent Carnduff. Brent is the founder of Advisor Rankings, a marketing firm based in Boise, Idaho that specializes in search engine optimization for financial advisors. What’s unique about Brent, though, is how his firm helps advisors maximize […]
What’s fresh this coming financial new year for small businesses?
Alrighty, there’s some new kids on the block and the score has changed. There’ll be come updates to your admin, compliance, and operations this coming financial year, as well as new opportunities and bonuses. So, what’s changing from 1 July 2024? New national minimum wage kicks in Don’t be caught out by the imminent boost […]
App partner stories: Keeping the wheels of Australia turning
This guest blog was written by the team behind transport management app MyTrucking. The powerhouse of regional Australia sits in part with its farming, mining and construction industries. The thousands of communities and family-owned small businesses in these sectors around the country help keep the wheels of Australia turning. One such family-owned business has been […]
Ken Fisher’s firm sells stake of up to $3B to PE firm, Abu Dhabi fund
The deal values closely held Fisher Investments at $12.75 billion and is part of the founder’s estate planning, according to the firm.