Independent Wealth Planners (IWP) has acquired Guildford-based Financial Planning firm Omnium Capital Limited. The acquisition is IWP’s 24th since its formation two years ago. The deal adds approximately £250m in assets under management with 750 clients. Financial Planning business Omnium will be linked to Murdock Asset Management, IWP’s main regional office for Hampshire. The firm […]
Archives for 2021
Stocks making the biggest moves in the premarket: CureVac, The Honest Company, Fisker & more
Take a look at some of the biggest movers in the premarket: CureVac (CVAC) – CureVac shares plunged 46.2% in the premarket after the German drugmaker reported disappointing results from a study of its experimental Covid-19 vaccine. The treatment was 47% effective in a clinical trial, compared to more than 90% for other mRNA-based vaccines […]
Kitces & Carl Ep 62: Do Vision And Mission Statements Really Matter For Advisory Firms?
Executive Summary Although “statements of purpose” have, in one form or another, been around for centuries, it wasn’t until the 1970s (and especially into the 1980s) that the corporate mission statement really began to gain traction as a tool for businesses to state publicly what they do and who they do it for. It wasn’t […]
Small business ideas that are killing it in 2021
Small business ideas that are killing it in 2021 | Reckon Blog Blog Post Home > Tips > Small business ideas that are killing it in 2021
The future of work: Employers, employees and the long road to compromise
More than a year into the coronavirus pandemic, employers and employees are searching for an answer: What does the future of work have in store? Despite agreeing a return will be gradual, these populations disagree on important points concerning the cadence of remote work and how to support a workplace in flux. Bridging this communication […]
Easy productivity mistakes and how your business can avoid them
Easy productivity mistakes and how your business can avoid them | Reckon Blog Blog Post Home > Tips > Easy productivity mistakes and how your business can avoid them
Thrivent’s purpose-driven RIA aims to be ‘household name’ under Carolyn Armitage
Aiming to turn its hybrid arm into a destination for “purpose-driven” advisors, financial services firm Thrivent picked 30-year industry veteran Carolyn Armitage to lead the RIA. Thrivent Advisor Network spans 180 advisors managing $6.5 billion in client assets. It launched in 2019 with 130 former representatives from the fraternal benefit society’s legacy insurance broker-dealer, Thrivent […]
John Woodcock Jr., partner in a Philadelphia accounting firm, dies at 86 – The Philadelphia Inquirer
John Woodcock Jr., 86, an accountant and devoted family man, died Wednesday, June 9, of Parkinson’s disease at White Horse Village, a retirement community in Newtown Square. Mr. Woodcock and his brothers Jim, Bill, and Ron were the children of immigrants — John Woodcock Sr. was from Ireland and Isabella Kerr Woodcock was from Scotland […]
This is bad news how?
The economy is recovering faster than had been expected as recently as this spring. Great reason to panic, apparently. WSJ: Federal Reserve officials signaled they expect to raise interest rates by late 2023, sooner than they anticipated in March, as the economy recovers rapidly from the effects of the pandemic and inflation heats up. Their […]
FASB proposes discount rate relief for nonpublic lessees
FASB proposed changes Wednesday to discount rate guidance for lessees that are nonpublic business entities, with an objective of reducing the costs of implementing the board’s new lease accounting guidance. Private companies, not-for-profits, and employee benefit plans would be among the lessees that could adopt the guidance in the proposed Accounting Standards Update. The proposal […]