Archives for 2021
Weekend Reading for Financial Planners (Aug 7-8)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the industry buzz about a financial advisor who was called out by a popular TikTok influencer for “racist hiring practices” after suggesting that her mostly-white clients wouldn’t want to work with an advisor of color… leading to the […]
Focus Financial eyeing even more M&A with billion-dollar ‘war chest’
Editor’s Column: Time to shout about Financial Planning
Financial Planning is not a solution to climate change nor world hunger but it is, on balance, a pretty good thing. There is, however, more to Financial Planning than Financial Planning and one of those things is the CISI’s Financial Planning Week – the annual consumer campaign to promote the benefits of Financial Planning in its […]
Young Chartered Planner set to take over family firm
Young Financial Planner Ravi Prema, who qualified as a Chartered Financial Planner at 23 years old, is being lined up to take over the family-run financial advice business. He is being groomed to take over from his father, Dinesh Prema, also a Chartered Financial Planner. The financial advisory firm is based in in Hinckley, Leics. […]
Thinking About Increasing Your Advertising Spend? Keep These 5 Considerations in Mind
Some of your main goals as a business owner are to boost sales and increase revenue. One way to do this is to increase advertising spend. But is hiking up the money spent on advertising worth it for your company? Ask yourself, Should I increase my advertising spend? and keep a few considerations in mind […]
Paraplanners Assembly plans space-age conference
The annual conference of the Paraplanners Assembly community will go virtual for the second year in a row in September and adopt a space theme. The Paraplanners Assembly – a training and support group for Paraplanners founded by Paraplanner Richard Allum – has called its event on 9 September ‘The Big Day Out of this World.’ […]
6 Nucleus directors exit as James Hay takes control
Six Nucleus directors have stood down from the company today as the takeover of the business by James Hay is completed creating a platform managing £47bn in funds. The £145m acquisition of Nucleus by James Hay has received regulatory approval and James Hay said today the offer has today gone wholly unconditional with the deal […]
Tax-News.com: Wyden Takes Aim At US Pass-Through Income Tax Break
Senate Finance Committee Chair Ron Wyden (D-OR) has introduced legislation to overhaul the 20 percent deduction for pass-through income introduced into US tax law in 2017.