With a plethora of interdependent and ever-changing parts, gaining a clear (or even not-terribly-fuzzy) understanding of where the economy stands at any given moment is a daunting task, to say the least. Even more difficult is using data based on samples and surveys (and subject to constant revision!) to develop some idea about which of […]
Archives for 2024
$72M Commonwealth judgment hammers home firms’ disclosure duties
The case is the latest to emphasize advisors’ obligations to let investors know when they receive money for recommending certain mutual fund products.
Five ways to work smarter in Xero this FY25
With the new financial year officially upon us, now is your chance at a fresh start. This means it’s time to revisit goals, set intentions, and level up in order to make the most of the next 12 months. A good place to start? By optimising your systems and processes to create more seamless workflows […]
CPA licensure program off to ‘promising’ start
The Experience, Learn & Earn program, designed to help accounting graduates earn required academic credits for CPA licensure, began earlier this year with online classes at Tulane University.
Autodesk Is Investigating Accounting Practices, ADSK Stock Falls – Bloomberg
Autodesk Is Investigating Accounting Practices, ADSK Stock Falls Bloomberg
#FA Success Ep 379: Creating A Client Deliverable That Focuses On Behavior Over Returns With Custom Intelligrations, With Hans Blake
Welcome everyone! Welcome to the 379th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Hans Blake. Hans is the founder of Intelligent Investing, an RIA based in Greenville, South Carolina, that oversees $50M in assets under management for 40 client households. What’s unique about Hans, though, is how through a […]
ABI warns Govt over lifetime provider proposals
The Association of British Insurers (ABI) has warned the Government that proposals to introduce lifetime ‘member choice’ pension pots risk undermining the success of automatic enrolment. The proposals could fundamentally alter the role of the employer and damage outcomes for savers, the provider trade body has warned. Under the ‘member choice’ lifetime model, being floated by the […]
Half of wealth managers see national debt as America’s ‘most urgent’ problem
More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country’s ability to pay its bills.
The Accountant Shortage Is So Bad That It’s Delaying Key Reports at Companies Like Tupperware
Accountant staffing issues are becoming an operational headache with no signs of abating.
Zoom and Salesforce stand to benefit from Microsoft’s unbundling of Teams and Office
Microsoft’s decision to untie its Teams communications app from Office bundles is a potential boon for rivals Zoom and Salesforce.