Client insight firm Investor in Customers (IIC) has launched a new Consumer Duty assessment service. The company says it believes the service will help FCA regulated firms produce the data required by the FCA’s new requirements which were published in July. The solution is designed to meet the new Consumer Duty rules and also give insights into areas […]
Archives for 2022
Hedge funds face SEC push to share more on their strategies
Crunching the Numbers: Setting up an Accounting System
Software is a popular type of accounting system you can use to streamline your bookkeeping process. Depending on the software you choose, you can save your time and money and focus on what matters—running your business. But first, you need to know about accounting software setup. Lucky for you, our guide makes setting up accounting […]
Kitces & Carl Ep 92: When Clients Want Certainty You Just Can’t Give Them
Many clients seek financial advisors for their expertise and their abilities to guide them through financial decisions. However, for some clients, the ambiguity that inevitably arises from uncertain outcomes can be very distressing, especially when it comes to investments during volatile times. While these clients may have general concerns about their financial future, their concerns […]
M&G hit by £21bn asset drop but wealth flows rise
Fund manager and wealth manager M&G has reported a £21.1bn drop in assets under management and administration to £348.9bn for the first half of 2022. The firm saw net client inflows (excluding Heritage) of £1.2bn. It said the drop in assets was mainly driven by adverse market movements and cautioned that ongoing economic uncertainty had […]
Channelling abundant creativity into your business
“Stitchery & Co. has been around for five years. It started out as a small business, just me teaching sewing, and now it’s grown into something that is a creative hub for lots of people.” Possessing creativity in a business setting is a highly prized soft skill. Having the ability to create meaningful connections and […]
Channelling abundant creativity into your business
“Stitchery & Co. has been around for five years. It started out as a small business, just me teaching sewing, and now it’s grown into something that is a creative hub for lots of people.” Possessing creativity in a business setting is a highly prized soft skill. Having the ability to create meaningful connections and […]
What are NFTs (Non-Fungible Tokens)?
You’ve probably heard that the hot new ticket in town is the hard to pin down ‘NFT’ or non fungible token. If you’re confused about what NFTs are and why you should care, you’re not alone. So, let’s shed some light on the blockchain’s newest spawn – the non-fungible token! Are they art? Are they […]
