Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the industry news that lawmakers are recommending the Federal Trade Commission investigate Envestnet’s Yodlee over its data-sharing practices, raising concerns that the anonymized data they sell might still potentially be pieced back together by data buyers […]
7 Tips for Giving Your Post-holiday Sales a Boost
For many businesses, the hustle and bustle of holiday shopping has come to a close. You’ve probably noticed a decrease in customer sales and an increase in returns and exchanges. But fear not. This just means that it’s time to give your post-holiday sales some love. With the right promotions, marketing tactics, and pricing strategies, […]
Calling U.S. Partners: The Xero Forward Fund is Here
At Xero, we’re not only addressing today’s challenges, but we’re also taking steps to build the future. We’re proud of the contributions our accounting and bookkeeping partners have made in the small business community and want to extend their impact even further. That’s why we’re pleased to announce the launch of the Xero Forward Fund! […]
Over £1bn of alleged fraud hits UK Courts
Recording fraud cases of more than £100,000 hitting UK Courts, KPMG’s Fraud Barometer reports a total of £1.1 billion alleged fraud in 2019, the sixth largest value in the report’s history. Amongst the main targets were commercial businesses and the general public, with alleged cases of insider fraud against businesses more than doubling in value […]
Coordinating QCDs With Post 70 1/2 IRA Contributions Under The SECURE Act
Executive Summary In December 2019, the Setting Every Community Up For Retirement Enhancement (SECURE) Act was passed into law, making many substantial updates to long-standing retirement account rules. While one rule repealed the maximum age for making Traditional IRA contributions (as now IRA owners beyond age 70 1/2, and in fact of any age, are […]
Xero’s commitment to diversity in the workplace globally recognised
We’ve hit a fantastic milestone in our diversity and inclusion journey! I’m so pleased to announce that Xero is one of 325 companies across 50 industries included in the 2020 Bloomberg Gender-Equality Index (GEI). The GEI tracks the financial performance of public companies committed to supporting gender equality through policy development, representation, and transparency. The […]
Deloitte pursues KPMG over audit of Goals Soccer Centres
KPMG is being pursued by a rival Big Four firm over its audit of five-a-side football pitch operator Goals Soccer Centres following accounting fraud dating back to 2009, according to The Sunday Times. Deloitte, which acted as administrator to the company before it was sold in October 2019, is pursuing KPMG over an alleged misdeclaration […]
How IRS Form 2553 Can Shake Up Your Company
When you start your business venture, you choose what type of business structure you want your company to be. Maybe you chose to be a sole proprietor and handle business on your own. Or, maybe you decided to structure your business as a corporation. But, what happens if you’re not too keen on the structure […]
#FASuccess Ep 160: Accelerating Growth By Spending More Than 10% Of Revenue On Marketing (That Works), with Gabriel Shahin
Executive Summary Welcome back to the 160th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Gabriel Shahin. Gabriel is the founder of Falcon Wealth, an independent RIA based in the Greater Los Angeles area that oversees nearly $200 million of assets under management for 370 clients. What’s unique about Gabriel, though, […]
Residents of Rewired: 10 tips to scale your start-up
Pictured above, Rachael La Pine, L&D Programme Coordinator at BlueSkyMinds in one of the meeting spaces at Rewired. Rewired is a co-working space that houses some of New Zealand’s best and brightest small businesses that want to grow or expand globally. Nestled inside Xero’s Auckland office in Parnell, Rewired offers a co-working area for permanent, flexible or casual […]