Executive Summary One of the hallmarks of recognized professions is that they have established Practice Standards that define the process that professionals of that discipline are expected to engage in to ensure that their clients/patients/etc. are well-served. The end result is not only a more consistent quality of service from that professional discipline – when […]
What Are Bylaws, and How Do They Impact Your Organization?
When you create a business, there are a number of different requirements you have to keep track of. And if you form a corporation, you will have a couple of other responsibilities added to your plate, like establishing bylaws. So, what are bylaws? What are bylaws? Bylaws are legal documents that outline the rules, regulations, […]
#FASuccess Ep 179: Investment Banking For Wealth Management And The Evolution Of Advisor Enterprise Value, with Elizabeth Nesvold
Executive Summary Welcome back to the 179th episode of Financial Advisor Success Podcast! My guest on today’s podcast Elizabeth Nesvold. Elizabeth is the managing director and head of asset and wealth management investment banking for Raymond James, which provides investment banking services for some of the largest independent advisory firms engaging in capital transactions. What’s […]
How 3 creative Kiwi businesses handled COVID-19
COVID-19 rocked the boat for many small businesses in New Zealand. Business owners had to work hard to stay afloat. These three awesome Kiwi businesses hustled to help their business survive the storm of COVID-19. Paintvine: Bringing you Banksy in your living room Before COVID-19, Paintvine was a 100% on-premise events company hosting ‘paint and […]
New chart of accounts templates in Xero HQ help UK practices improve efficiencies while working remotely
We know that when Xero partners have clients to set up in Xero, the one-size-fits-all chart of accounts isn’t always ideal. Now you can onboard faster and more accurately with the new chart of accounts templates in Xero HQ. This means you can now spend more time advising your clients during this difficult period. The […]
Prepare for tax season with Document Packs in Xero HQ
We’re excited to announce that Document Packs are now live in Xero HQ, and just in time for the end of the financial year. As part of Xero HQ, Document Packs will give you an easy way to share documents with your clients, and includes the ability to add e-signatures through Xero Sign powered by […]
Introducing Xero for farming: helping your team make the best decisions
The farming industry is ever-changing. And with a growing global population, farmers and their resources are feeling the pressure. Advancements in technology have improved the way farmers operate, but have also added layers of complexity. Today, farmers have to be skilled at everything – both on the farm and in the office. And they can’t […]
The Latest In Financial Advisor #FinTech (June 2020)
Executive Summary Welcome to the June 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 kicks off with the news that Goldman Sachs has […]
Latest product news: May 2020
We know time is a luxury for small business owners and advisors, so we’re pleased to have released a number of new features in May that will save you time and give you better visibility of your business performance. Whether it’s a visual dashboard, new report or faster way to send invoices and pay bills, […]
Weekend Reading for Financial Planners (May 30-31)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the big industry news that FPA Executive Director Lauren Schadle has resigned in the face of 8 years of stagnant membership and a recent accelerating decline, a new interim CEO is stepping in, and the FPA […]