Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an […]
The end of affirmative action at colleges poses new challenges, and risks, in corporate hiring
Business leaders and academic experts expect that the end of affirmative action will result in a less diverse applicant pool from which to recruit new workers.
6 tips for advisors to help clients plan around gray divorce
Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.
Is AI coming for wealth managers’ jobs? Not yet, research shows
Artificial intelligence has come a long way. But when it comes to financial advice, studies show clients still prefer the human touch.
Envestnet CEO says the gap between his firm and the competition is growing
The company that provides services to 107,000 advisors posted financial results that meet estimates without breaking new ground.
Weekend Reading For Financial Planners (August 5-6)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that credit ratings agency Fitch on Tuesday downgraded its assessment of the U.S. government’s creditworthiness from an AAA rating to AA+. While the downgrade has made headlines and might be startling to advisory clients (particularly those […]
Jailed Putin critic Alexei Navalny handed 19 more years in prison
Navalny, one of Russian President Vladimir Putin’s most vocal critics, was already serving two prison sentences.
2024 filing season could be paperless, IRS says
Treasury and the IRS announced Wednesday that by filing season 2024, taxpayers will be able to go paperless if they choose to do so. And by filing season 2025, the IRS will digitize all paper-filed returns when they are received.
5 tips to get the best out of apps at Xerocon
Xerocon is fast approaching: the best forum to hear about the latest innovations within Xero, get inspired and connect with other accountants and bookkeepers. Plus, with more than 70 app partners from the Xero ecosystem exhibiting at Xerocon Sydney on 23-24 August, it’s also the best opportunity you’ll have all year to connect with and […]
Businesses get lessons on detailed bookkeeping, financial services … – The Commercial Dispatch
Businesses get lessons on detailed bookkeeping, financial services … The Commercial Dispatch