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Archives for August 2021

Fidelity to hire 9,000 workers across U.S. amid trading boom

August 31, 2021 by cbn Leave a Comment

Fidelity to hire 9,000 workers across U.S. amid trading boom

Filed Under: Financial Planning

Ex-Wells Fargo VP fights SEC on fake accounts — with silence

August 31, 2021 by cbn Leave a Comment

Ex-Wells Fargo VP fights SEC on fake accounts — with silence

Filed Under: Financial Planning

Have Business Debt Consolidation on the Brain? Find Out If It’s Right for Your Company

August 31, 2021 by cbn Leave a Comment

Have Business Debt Consolidation on the Brain? Find Out If It’s Right for Your Company

Let’s face it: Juggling multiple loan or credit payments can be a burden. But if bootstrapping your business isn’t an option, it might be necessary to make your entrepreneurial dream come true. One way to limit multiple monthly payments is through business debt consolidation. But before you start daydreaming about what consolidation can do for […]

Filed Under: Accounting, Accounting Software

Openwork relaunches women in financial services conference

August 31, 2021 by cbn Leave a Comment

Openwork relaunches women in financial services conference

The Openwork Partnership, one of the UK’s largest financial advice networks, has relaunched its annual women in financial services conference as the network restarts face to face events. The third Inspiring Women in Financial Services event will be held at The Grand Hotel in Birmingham on 17 September. Attendees from across The Openwork Partnership will […]

Filed Under: Financial Planning

Openwork relaunches women in financial services conference

August 31, 2021 by cbn Leave a Comment

Openwork relaunches women in financial services conference

The Openwork Partnership, one of the UK’s largest financial advice networks, has relaunched its annual women in financial services conference as the network restarts face to face events. The third Inspiring Women in Financial Services event will be held at The Grand Hotel in Birmingham on 17 September. Attendees from across The Openwork Partnership will […]

Filed Under: Financial Planning

#FA Success Ep 244: Taking A ‘Financial Gym’ Approach To Financial Coaching For Next-Generation Clients, With Shannon McLay

August 31, 2021 by cbn Leave a Comment

#FA Success Ep 244: Taking A ‘Financial Gym’ Approach To Financial Coaching For Next-Generation Clients, With Shannon McLay

Welcome back to the 244th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shannon McLay. Shannon is the founder of The Financial Gym, which offers financial coaching services on a monthly subscription basis to about 3,500 Millennial and Gen-Z clients. What’s unique about Shannon, though, is that, while her coaches […]

Filed Under: Accounting Software

#FA Success Ep 244: Taking A ‘Financial Gym’ Approach To Financial Coaching For Next-Generation Clients, With Shannon McLay

August 31, 2021 by cbn Leave a Comment

#FA Success Ep 244: Taking A ‘Financial Gym’ Approach To Financial Coaching For Next-Generation Clients, With Shannon McLay

Welcome back to the 244th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shannon McLay. Shannon is the founder of The Financial Gym, which offers financial coaching services on a monthly subscription basis to about 3,500 Millennial and Gen-Z clients. What’s unique about Shannon, though, is that, while her coaches […]

Filed Under: Accounting Software

Closing the communication gap on the value of tech

August 31, 2021 by cbn Leave a Comment

Closing the communication gap on the value of tech

Filed Under: Financial Planning

Closing the communication gap on the value of tech

August 31, 2021 by cbn Leave a Comment

Closing the communication gap on the value of tech

Filed Under: Financial Planning

How Financial Advisor Titles Shape Consumer Perceptions

August 30, 2021 by cbn Leave a Comment

How Financial Advisor Titles Shape Consumer Perceptions

In a world where it’s hard to regulate the wide and ever-changing world of advertising, one of the most common frameworks that regulators take is a ‘truth-in-advertising’ approach that simply requires whatever advertisers say or claim to be true and accurate. In recent years, regulators have begun to consider whether this approach should be applied […]

Filed Under: Accounting Software

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