Nearly 54 million Americans are now doing freelance work, according to a 2015 study conducted by the independent research firm Edelman Berland and commissioned by Freelancers Union and Upwork. If you’re a startup or a company who operates in the digital sphere, hiring freelancers can be a great way to access quality work from a […]
How Prevent Embezzlement and Theft as a Business Owner?
Many people start businesses with stars in their eyes. They only imagine the ideal scenario in which customers love their product or services, employees are loyal and trustworthy, payroll and benefits flow smoothly, and their bank account grows continuously year after year. This isn’t a description of reality, of course, because real life is messy […]
CFP Board Diversity Summit in 2023 strikes notes of defiance, hope
Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.
Texas hits Ernst & Young with $3M penalty – Accounting Today
Texas hits Ernst & Young with $3M penalty Accounting Today
Weekend Reading For Financial Planners (November 11-12)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a Fidelity benchmarking study revealed that both small and large RIAs saw positive organic growth in 2022, helping to mitigate AUM declines resulting from weak market performance. The report also flagged that profit margins for […]
Editor’s Comment: Fee, fi, fo, fum…
The Consumer Duty is just over three months old and it’s already developing muscle to push through reform of the wealth management and Financial Planning sectors, particularly on fees. Some advisers may have thought the Consumer Duty was just another piece of regulation to tick off. It seems not. Two developments this week suggest the […]
What you can expect at Xero Asia Roadshow 2023
With a week to go ’til Xero Asia Roadshow, we are buzzing with everything we have lined up for our accounting and bookkeeping community. Exploring the agenda This year we’re exploring how we can work Smarter, Faster, Stronger, Together to support small businesses across Asia; your clients, who themselves strive to do this every day, […]
Ask an advisor: Could I invest better than my 401(k)?
Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement.
Buying Basquiat or bequeathing Banksy? UBS wants to help high-end art collectors
After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.
Super clearing house
While every employer is required to make superannuation payments to their staff, the process of making those payments can be draining on the resources of business owners. This is where a superannuation clearing house service is invaluable. What do you, as a small business owner, need to know about choosing a clearing house to ensure […]