Welcome back to the 310th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Natalie Taylor. Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending […]
Archives for 2022
#FA Success Ep 310: Filtering Down To The Most Impact-Weighted Work To Scale Client Value, With Natalie Taylor
Welcome back to the 310th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Natalie Taylor. Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending […]
Midlands firm rebrands as it achieves Chartered status
Midlands-based Smith Cooper Independent Financial Solutions has rebranded as Everlong Wealth after being awarded Chartered Financial Planner status. Around 15% of UK financial advice firms currently hold corporate Chartered Financial Planner status from the Chartered Insurance Institute / Personal Finance Society. Everlong describes itself an ‘evidence-based’ Financial Planning firm providing a range of wealth management services to […]
Midlands firm rebrands as it achieves Chartered status
Midlands-based Smith Cooper Independent Financial Solutions has rebranded as Everlong Wealth after being awarded Chartered Financial Planner status. Around 15% of UK financial advice firms currently hold corporate Chartered Financial Planner status from the Chartered Insurance Institute / Personal Finance Society. Everlong describes itself an ‘evidence-based’ Financial Planning firm providing a range of wealth management services to […]
FCA to impose extra financial promotion checks
The FCA is to impose additional checks on firms approving financial promotions. The new checks will require firms to demonstrate they have the right expertise for the promotions they plan to approve. The changes are to be introduced by Parliament, following an FCA consultation. Under current rules any FCA regulated firm is allowed to approve […]
CFP Board issues new crypto guidelines for financial planners
$1.3B Cetera branch launches outsourcing and succession venture
The Latest In Financial #AdvisorTech (December 2022)
Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Savvy Wealth has raised an $11M Series […]
The Latest In Financial #AdvisorTech (December 2022)
Welcome to the December 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Savvy Wealth has raised an $11M Series […]
Most ethnic financial services staff experience discrimination
Nearly seven in ten (68%) ethnic minority workers in financial services have experienced discrimination at work in the past year, according to a new report. Eight in ten (82%) had experienced unwelcome comments based on their background. The report, the Race to Equality in UK Financial Services by Reboot and Coleman Parkes, found that a quarter (25%) […]