At some point or another, you may decide to incorporate your company. Like many things in business, incorporation has its advantages and disadvantages. Read on to learn the pros and cons of incorporating a business to determine if it’s a good fit for your company. Overview of incorporation Before you dive into the pros and […]
OECD forum’s head of secretariat welcomes tax battle progress
On June 30, the Organisation for Economic Co-operation and Development (OECD) said the international community was making “tremendous progress” in tackling offshore tax evasion through the implementation of transparency standards set by the Global Forum on Transparency and Exchange of Information for Tax Purposes. The OECD aims to reinforce its approach to tax transparency post-pandemic […]
Cash flow forecasting guide: Make more informed business decisions
Financial planning has become a regular exercise for the majority of businesses and their accountants. This enhanced financial scrutiny is a new way of working for some and should remain in place as best practice for the long term. To help with this, there are some amazing apps that work seamlessly with Xero to forecast […]
The 3 most creative marketing campaigns we’ve seen
It’s time to push the boundaries of your average marketing campaign. Quality marketing doesn’t need to be a carbon copy of safe ‘best practice’. Sometimes the true rewards go to the brave and creative souls who peek over the heads of their competitors and do something truly different. After all, quality marketing is about standing […]
How Well Do You Know Key Consumer Protection Laws?
Your customers are your business’s top priority. But do your practices back that up? When it comes to things like customers’ rights, there’s no room for errors. Understand consumer protection laws to stay compliant. Consumer protection laws There are a number of consumer laws aimed at protecting customers from unfair practices. Consumer acts prevent businesses […]
#FASuccess Ep 184: Building A Premium Financial Planning Experience To Sustain A Premium Advisory Fee, with Reese Harper
Executive Summary Welcome back to the 184th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Reese Harper. Reese is the founder and CEO of Dentist Advisors, an independent RIA based in Salt Lake City, Utah, that oversees nearly $250 million of assets under management for more than 350 clients. What’s unique about […]
E-invoicing and what it means for small businesses
As governments around the world enforced shutdowns to ensure public safety, many digital initiatives that were previously a low priority became critical for business continuity. At the same time, the Singapore government stepped up its support to help local businesses with digital adoption. For example, the Fortitude Budget announced at the start of June included […]
The Latest In Financial Advisor #FinTech (July 2020)
Executive Summary Welcome to the July 2020 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management! This month’s edition, with special AdvisorTech consulting guests Craig Iskowitz and Kyle […]
Weekend Reading for Financial Planners (July 4-5)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the news that the SEC has prevailed in its legal challenge against Regulation Best Interest, as the 2nd Circuit Court of Appeals ruled in its favor, clearing the way for this week’s enforcement date (but with […]
Connecting with agribusinesses at Fieldays Online
The farming industry has shown great resilience in dealing with what has been one of the toughest years in a long time. With the additional challenges that COVID-19 has brought, farmers have been under increased pressure to evaluate their immediate financial situation while keeping the farm going during unpredictable circumstances. When COVID-19 entered New Zealand, […]