A new study sees family offices getting into bond markets but at the cost of another type of bond.
#FA Success Ep 350: The RIA Custodian As The All-In-One Investment Operating System Of The Future, With Jason Wenk
Welcome back to the 350th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jason Wenk. Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count. […]
Profits leap 48% at Mattioli Woods
Wealth manager and Financial Planner Mattioli Woods said pretax profits leapt 48% to £11.9m in the year to 31 May as it continued on its acquisition path. The London-listed firm said revenue climbed to £111.2m, up 2.8%. It said business development initiatives resulted in a 15% rise in the value of new clients. New business […]
FASB writes accounting rules for crypto — at last – Axios
FASB writes accounting rules for crypto — at last Axios
Avoiding the ‘loveless marriage’ of a bad M&A deal
Experts dish on the do’s and don’ts of acquisition at the second annual Future Proof conference
Xero Beautiful Business Fund: Ways for accountants and bookkeepers to get involved
Last month on stage at Xerocon Sydney, we announced that applications officially opened for the Xero Beautiful Business Fund. We’re giving away more than NZ$750,000 to eligible Xero small business customers across Australia, Canada (excluding Quebec), New Zealand, Singapore, South Africa, the UK and the US. While this initiative is targeted at small businesses, our […]
Planner beats surgery to lead £8k charity ride
Chartered Planner firm MD Anthony Hoskisson has overcome two knee replacements to organise and take part in a charity bicycle ride he organised to raise money for local underprivileged young people. Mr Hoskisson, who heads Blackpool-based Financial Planning firm Questa, and 30 supporters raised £8,000 for local youth charity Boathouse with the 40-mile ride. {loadposition […]
Outsourcing (Parts Of) The Financial Plan Preparation Process To Boost Solo Advisor Capacity
When a financial advisory firm owner first starts their business, much of their time is spent on finding clients that they can serve. But as they (hopefully) onboard more clients and get busier with servicing those clients, they will also find that they eventually start to run short on time. Because in addition to providing […]
Accelerating Toward Success: Achieving Your Goals and Inspiring Dreams
I thought I’d earn some “mum points” by taking Mr 15 to see Gran Turismo, the movie. I’m not really into gaming or car racing, but I can sit through a couple of hours if it means spending time with my kid. But boy oh boy, did I underestimate this movie! My emotions went from […]
AssetMark welcomes new CEO as Natalie Wolfsen exits to take over for Orion founder Eric Clarke
A search led by a former AssetMark CEO ends with Wolfsen taking over in October as founder Eric Clarke transitions to a leadership support role.