National accountancy firm MHA MacIntyre Hudson, which has a wealth management arm, has been censured by the FCA for failing to notify the FCA of rule breaches by firms it had audited.
Mental health: The best resources for small businesses in Australia
Running a small business can be so incredibly rewarding. You’re completely in charge of making your dreams come true while not having to answer to a boss and doing something you love day in and day out. But running the show also comes with its own set of challenges and stresses, especially during busy periods […]
Assessing Both Longevity AND Mortality Risk For More Effective Retirement Plans
A common concern many individuals have when contemplating retirement spending is that they may live longer than expected and thus risk outliving their money. This sentiment can lead advisors to build financial plans based on the conservative assumption that clients will live a very long time. Yet, while a longer plan will extend the longevity […]
How Much Do Small Business Owners Make? The Answer May Surprise You
Running a small business takes passion, gumption, and determination. But, becoming a small business owner isn’t a fast track to getting rich. So, how much do small business owners make? How much does a small business owner make a year? Incomes vary because of factors like industry, geographic location, and experience. Being a small business […]
#FASuccess Ep 398: Building A $2.5B AUM Advisory Enterprise Under The Umbrella Of A National CPA Firm, With Eric Wulff
Welcome everyone! Welcome to the 398th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Eric Wulff. Eric is the CEO of Marcum Wealth, an RIA based in Cleveland, Ohio, that oversees $2.5 billion in assets under management for approximately 2,700 client households. What’s unique about Eric, though, is how he […]
What’s new in Xero – August 2024
Welcome to the August edition of What’s New in Xero. This month, we’ll introduce you to some of the updates we’ve made to some favourite features, including Xero HQ, invoicing, bank reconciliation and more. These updates will help make managing your finances a breeze. Read on to find out more. Global: Improvements to managing clients […]
The 5 Dysfunctions Of Client/Advisor Relationships: How Advisors Can (Re-)Build Trust And Spur Clients Into Action
In the modern era of financial advice, the advicer/client relationship is tightly centered on trust. And because of that foundation of trust, in an ideal advisor/client relationship, mistakes, disagreements, and concerns are surfaced quickly; action items are agreed and acted upon by everyone involved; and everyone feels aligned and accountable to their overall objectives. The […]
Weekend Reading For Financial Planners (August 10-11)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the […]
New features to help streamline accounts payable
Managing accounts payable is a crucial part of doing business, but paying the bills can be time-consuming and inefficient. So we’re on a mission to make it easier. We’re excited to announce that, over the next few months, we’re making some enhancements to the way you manage bills in Xero. These updates will help small […]
New features to help streamline accounts payable
Managing accounts payable is a crucial part of doing business, but paying the bills can be time-consuming and inefficient. So we’re on a mission to make it easier. We’re excited to announce that, over the next few months, we’re making some enhancements to the way you manage bills in Xero. These updates will help small […]