Archives for 2021
UBS hires ex-JPMorgan banker to attract more diverse investors
Origo’s doubles providers using new integration hub
Industry fintech integration body Origo has nearly doubled signings to its Origo Integration Hub (OIH) in a year, adding 20 organisations to take the total number of users to 42. The hub enables firms to swap information and data with each other more easily and improves integration between providers. Anthony Rafferty, CEO of Origo, said: […]
45-54 year-olds struggling post pandemic
A major consumer survey has found that nearly one in four people (24%) are only “just about getting by financially” post pandemic while 8% are struggling to manage. Women, renters and mid-lifers aged 45-54 reported being particularly badly hit by the Coronavirus pandemic. The survey for Hargreaves Lansdown found that women were more likely to […]
Storing Cryptocurrency Securely: The Safest Options For New And Experienced Investors
Since the first block of bitcoin was mined in January 2009, cryptocurrency has transformed from an obscure, experimental corner of the market to an increasingly popular investment option trying to become mainstream. Famous for its dramatic highs and infamous for its subsequent lows, cryptocurrency has fascinated many as a fast-moving corner of the market… capturing […]
As investors rush toward online trading apps, more wealth managers may offer self-directed investing
What Is an LLC, and How Do You Form One?
When it comes to forming a business, there are a number of business structures you can choose from. Your structure can determine how you handle taxes and which forms you need to file. One business entity you can choose is an LLC. So, what is an LLC? What is an LLC in business? An LLC, […]
Wall Street is watching where you’re going as it makes some big bets
How Can Small-Business Accounting Benefit From Robotic-Process Automation?
There are many ways to automate your accounting department, and robotic-process automation can play a key role.
#FA Success Ep 241: Scripting A “Values-Based Financial Planning” Business Development Process, With Bill Bachrach
Welcome back to the 241st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Bill Bachrach. Bill is the Chairman and CEO of AdvisorRoadMap, which provides training and mentorship to help financial advisors better attract and communicate with their ideal clients. What’s unique about Bill, though, is that as the creator […]