Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the industry news that TD Ameritrade anticipates most advisory accounts will not need to be re-papered in its prospective merger with Schwab… even as the merger itself is now potentially delayed while the Department of Justice begins an […]
Business Identity Theft: Fighting it Off and Fighting Back When it Strikes
Your business is unique. It’s one of a kind. Without you, it would cease to exist. But wait, why’s your business’s name on an email you didn’t write? Why are customers upset with something “you” said that you didn’t say? Unfortunately, there are only three words to describe these two scenarios: Business identity theft. In […]
Kitces & Carl Ep 26: Talking Clients Out Of The Bunker Portfolio
Executive Summary Clients often worry about how “the market” may be doing at any given time, which is understandable given the assets they may have invested there. However, there are times when some clients (particularly those who experienced the worst of the financial crisis a little over a decade ago) completely lose faith in the […]
The future of Bookkeeping is emerging. What do you need to know?
The future of Bookkeeping is emerging. What do you need to know? | Reckon Blog Blog Post Home > Advisors > The future of Bookkeeping is emerging. What do you need to know?
Will the new GST law even the playing field for Kiwi retailers?
In today’s digital world, it’s not easy being a mom-and-pop shop. For these small businesses, competing with big international retailers is an uphill battle. Not only do they have big budgets for flashy experiential retail stores and optimised online stores, they have the resources to target their customers on several platforms. For consumers, it’s hard […]
Distinguishing Financial Stress From Anxiety And Client Communication Strategies To Help
Executive Summary In today’s digital-age culture where nearly all sources of news and media are instantly accessible and information overload is a normal state of being, it is not surprising that stress and anxiety are very commonly experienced in our fast-paced society. And in fact, stress and anxiety about specific financial problems are what most […]
Our top picks for Xero Education Month (NZ)
So you’ve signed up to Xero, and it’s been great! But you’re sure there’s a better way to manage expenses…and file a pay run…and what do you mean you can do this on a mobile?! To help you get the most out of Xero and share some useful hacks, we’re thrilled to bring you Education […]
Keep Your Eyes Peeled for These 4 Balance Sheet Problems
As a business owner, you’re going to run into a few accounting mistakes from time to time. Some of the biggest blunders you can make involve your business balance sheet. If you want to avoid balance sheet problems, learn about the most common errors you can make on your balance sheet and how to avoid […]
#FASuccess Ep 161: Cultivating The Right Firm Culture With A Reality-Based Leadership Approach, with Tessa Felix
Executive Summary Welcome back to the 161st episode of Financial Advisor Success Podcast! My guest on today’s podcast is Tessa Felix. Tessa is the HR and operations lead for PWL Capital, an advisory firm based in Montreal and Ottawa that oversees nearly $3.6 billion in assets under management. What’s unique about Tessa, though, is her […]
Practical Cybersecurity Steps For (Independent) Financial Advisors To Better Protect Client Data
Executive Summary In most financial planning firms today, nearly all business operations depend on some form of cloud-based technology or other data storage system. And given the sensitive and personal nature of client information that financial advisors are entrusted with and work with on a daily basis, reliable security measures need to be implemented to […]