Financial planning clients don’t often visit their financial planners with the intent of reducing all the ‘stuff’ that they have and do from their everyday lives. Instead, the focus is typically on doing and acquiring more – investment gains, strategies to protect wealth, increasing asset diversification – these are more commonly the focus of financial planning meetings. And yet, by asking clients to reflect on a more novel problem-solving approach of subtraction as a way to create and select the most important goals […]
Archives for 2021
AJ Bell creates deputy CEO role in reshuffle
Platform and SIPP provider AJ Bell has promoted CFO Michael Summersgill to the newly-created role of deputy chief executive officer. He will take up the new position on 1 October. He has been chief financial officer since 2011 and is currently responsible for the company’s finance and operations functions. {loadposition hidden2} In his new role, […]
AJ Bell creates deputy CEO role in reshuffle
Platform and SIPP provider AJ Bell has promoted CFO Michael Summersgill to the newly-created role of deputy chief executive officer. He will take up the new position on 1 October. He has been chief financial officer since 2011 and is currently responsible for the company’s finance and operations functions. {loadposition hidden2} In his new role, […]
Beacon Pointe sets sights on becoming $200 billion mega firm
What is Schedule K? What to Know Before Filing
If you structure your business as a partnership or S Corporation, there is one form you need to learn like the back of your hand. And, you need to make sure your partners know the form, too. That oh-so-important form is Schedule K-1. So, what is Schedule K, and what does it do? What is […]
#FA Success Ep 242: Navigating A Family Succession Plan As The Successor To Build Your Own Future Vision, With Charlotte Geletka
Welcome back to the 242nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Charlotte Geletka. Charlotte is the owner and managing partner of Silver Penny Financial, a hybrid RIA in Atlanta, GA, where Charlotte personally manages $140 million for 150 families. What’s unique about Charlotte, though, is that she purchased […]
High Court winds up 7 mini-bond firms
The High Court has wound up seven companies run from an office in Mayfair after an investigation found that their marketing of high-risk mini-bonds was misleading. The Insolvency Service investigation found that their marketing of high-risk mini-bonds, used to fund property development projects, was misleading and the directors continued to take investors’ money even after […]
High Court winds up 7 mini-bond firms
The High Court has wound up seven companies run from an office in Mayfair after an investigation found that their marketing of high-risk mini-bonds was misleading. The Insolvency Service investigation found that their marketing of high-risk mini-bonds, used to fund property development projects, was misleading and the directors continued to take investors’ money even after […]
To trade or not to trade
1 in 3 fake texts involve finance scams
Nearly 37% of fake text messages received by consumers over the past 90 days were linked to financial scams, according to new data. The toxic text messages mainly claimed to be from banks or other financial institutions. Fake finance text were only exceeded by parcel and package delivery scams which formed over 53% of the total of […]