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Archives for October 2021

Raymond James sets recruiting and profit records despite rising costs

October 29, 2021 by cbn Leave a Comment

Raymond James sets recruiting and profit records despite rising costs

Filed Under: Financial Planning

Weekend Reading for Financial Planners (Oct 30-31)

October 29, 2021 by cbn Leave a Comment

Weekend Reading for Financial Planners (Oct 30-31)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a (Twitter-based) breakdown of the final text of President Biden’s latest “Build Back Better” Act, which is perhaps more notable from a financial planning perspective for what parts of the previously proposed tax legislation it doesn’t include (forgoing […]

Filed Under: Accounting Software

RBC, Raymond James, LPL, plus annuity growth, Black wealth podcast, ESG guidance and more

October 29, 2021 by cbn Leave a Comment

RBC, Raymond James, LPL, plus annuity growth, Black wealth podcast, ESG guidance and more

Filed Under: Financial Planning

Editor’s Column: Inflation threat will destabilise 2022 

October 29, 2021 by cbn Leave a Comment

Editor’s Column: Inflation threat will destabilise 2022 

I suspect more than a few lovers of red wine, myself included, winced when we heard the Chancellor planned to add the best part of 50p to a bottle. I doubt it will hit wine consumption too much but it was one of many twists in a Budget this week that I found more than […]

Filed Under: Financial Planning

Growth costs trim LPL’s earnings, even after massive advisor influx

October 29, 2021 by cbn Leave a Comment

Growth costs trim LPL’s earnings, even after massive advisor influx

Filed Under: Financial Planning

eMoney reveals roadmap to help advisors ‘plan with purpose’

October 29, 2021 by cbn Leave a Comment

eMoney reveals roadmap to help advisors ‘plan with purpose’

Filed Under: Financial Planning

Pension Freedoms result in £800m overpaid tax

October 29, 2021 by cbn Leave a Comment

Pension Freedoms result in £800m overpaid tax

Latest HMRC figures show that £794m has been repaid to people overtaxed on flexible retirement withdrawals since the Pension Freedoms were introduced in 2015. Between July and September 2021 almost £45m was repaid to savers with an average reclaim of £3,352, according to analysis of the figures by AJ Bell. The overpayment in tax was […]

Filed Under: Financial Planning

US private equity firm is new owner of Progeny

October 29, 2021 by cbn Leave a Comment

US private equity firm is new owner of Progeny

US-based private equity firm Further Global Capital Management is to acquire a majority stake in expanding Financial Planner Progeny for an undisclosed sum, a move which may accelerate Progeny’s expansion.  New York-based Further Global Capital Management said today it would take a majority stake in the five-year-old Progeny business subject to regulatory approval.   Progeny’s senior management […]

Filed Under: Financial Planning

Mattioli Woods restores staff year-end bonuses 

October 29, 2021 by cbn Leave a Comment

Mattioli Woods restores staff year-end bonuses 

Mattioli Woods has reinstated staff bonuses this year after dropping them last year due to the pandemic. The firm said the business had recovered significantly since the pandemic and client confidence was returning. The company reported that the number of new clients added in the first four months of the current financial year exceeded the […]

Filed Under: Financial Planning

FOS costs rise as waits lengthen

October 29, 2021 by cbn Leave a Comment

FOS costs rise as waits lengthen

The average cost per case for the Financial Ombudsman Service (FOS) has risen to £1040 in 2020/21 from £920 the previous year. The FOS said it received a much larger volume of complaints about investment and pensions than it expected to in 2020/21. The ombudsman received 20,854 complaints related to investments and pensions over the […]

Filed Under: Financial Planning

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Recent Posts

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  • Weekend Reading For Financial Planners (Jan 28-29)
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