Welcome everyone! Welcome to the 380th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Andrew Leonard. Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., that oversees approximately $750 million in assets under management for about 200 client households. What’s unique about Andrew, though, […]
Archives for 2024
AICPA: BOI ruling confuses businesses; enforcement should be delayed
In a letter to the Treasury secretary and the FinCEN director, the AICPA called for enforcement of beneficial ownership information reporting regulations to be suspended until after lawsuits are settled.
Brazil Supreme Court justice opens inquiry into Elon Musk, escalating dispute over misinformation
Judge Alexandre de Moraes is a staunch supporter of regulations designed to rein in misinformation online in Brazil.
What It Takes To Attract And Serve HNW Entrepreneurs As A Financial Advisor
Among the many client niches financial advisors serve, successful business owners are often seen as an attractive group to work with, given the complexity of their financial situations (meaning that advisors have significant room to add value) and that many fall into the High Net Worth (HNW) category with as much as $5 million (and […]
Professionals on the Move – April 8, 2024 – CPAPracticeAdvisor.com
Professionals on the Move – April 8, 2024 CPAPracticeAdvisor.com
What’s the difference between accounting and bookkeeping?
Much like those people who don’t understand the difference between Aussie rules, league and association football and call them all footy, a number of small business owners use the terms accounting and bookkeeping interchangeably. In reality, they are two entirely different things. Knowing the difference between accounting and bookkeeping will ensure your small business finds […]
FINRA phishing warning: Those aren’t regulators sending those emails
The broker-dealer watchdog is putting the industry on notice about the latest scheme attempting to extract client information.
Turning Numbers into Financial Insights
Any successful business owner will tell you that the backbone of a thriving business is its ability to understand and use its financial insights wisely. However, the raw numbers on your Balance Sheet or Profit and Loss statement are just the starting point. The key is to turn those numbers into actionable insights that improve […]
Editor’s Comment: A new age for pensions is needed
I have to confess I was quite pleased this week when Aegon pension sage Steven Cameron raised an issue that many have neglected: the fairness of the State Pension. It was brave and timely thing to do on the eve of one of the biggest increases in the State Pension in its history – an 8.5% […]
Weekend Reading For Financial Planners (April 6-7)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that customer arbitration claims related to the SEC’s Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their registered representatives could […]