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Archives for January 2022

Announcing The New Kitces AdvisorTech Directory And The State Of The (Nerd’s Eye View) Blog

January 31, 2022 by cbn Leave a Comment

Announcing The New Kitces AdvisorTech Directory And The State Of The (Nerd’s Eye View) Blog

While 2020 was the year that the pandemic disrupted everything, 2021 seems to have been the year where we all collectively tried to adapt to a more virtual working world and return to some semblance of normal. Which, in the financial advisor world, that benefitted from the dual tailwinds of rising markets and increased demand […]

Filed Under: Accounting Software

Full Pension Dashboards not available until 2026

January 31, 2022 by cbn Leave a Comment

Full Pension Dashboards not available until 2026

Small pension schemes will not be required to provide data to the new Pension Dashboards until 2026. Large pension schemes will only need to provide data to the dashboards between April 2023 and September 2024. Medium-sized schemes will be brought into the dashboards between October 2024 and October 2025. State Pension details will be available […]

Filed Under: Financial Planning

Direct Line CEO replaces Feeney as FCA panel chair

January 31, 2022 by cbn Leave a Comment

Direct Line CEO replaces Feeney as FCA panel chair

The Financial Conduct Authority has appointed Direct Line Group CEO Penny James as chair of its Practitioner Panel. She will replace Paul Feeney, CEO of Quilter, from 1 March. Ms James has been a member of the panel since September 2020. The FCA Practitioner Panel is an independent statutory body providing input from the industry […]

Filed Under: Financial Planning

Handle Tax Season Yourself This Year

January 29, 2022 by cbn Leave a Comment

Handle Tax Season Yourself This Year

Gear up for tax season with this bundle, on sale.

Filed Under: Accounting

Raymond James net new client assets up, fees shift to Private Client Group

January 29, 2022 by cbn Leave a Comment

Raymond James net new client assets up, fees shift to Private Client Group

Filed Under: Financial Planning

UBS tailors advisor tools for minority clients with $1M+

January 28, 2022 by cbn Leave a Comment

UBS tailors advisor tools for minority clients with $1M+

Filed Under: Financial Planning

Weekend Reading for Financial Planners (Jan 29-30)

January 28, 2022 by cbn Leave a Comment

Weekend Reading for Financial Planners (Jan 29-30)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC is considering updating several of its regulations regarding cybersecurity to address modern threats and vulnerabilities, which for SEC-registered investment advisors, could lead to increased preparedness and reporting requirements (though it remains to be […]

Filed Under: Accounting Software

Ameriprise seeking more upmarket and young clients, CEO says

January 28, 2022 by cbn Leave a Comment

Ameriprise seeking more upmarket and young clients, CEO says

Filed Under: Financial Planning

Shipping for Small Business: How to Get Started, Costs, Accounting, & More

January 28, 2022 by cbn Leave a Comment

Shipping for Small Business: How to Get Started, Costs, Accounting, & More

So, you’re going to ship out your products, eh? With over two billion online shoppers worldwide in 2021, it’s easy to see why. But before you can start shipping for small business, you must make some decisions, like packaging, the shipping vendor, and speed. After all, you don’t want shipping for business to shrink your […]

Filed Under: Accounting, Accounting Software

St James’s Place unveils new logo and brand

January 28, 2022 by cbn Leave a Comment

St James’s Place unveils new logo and brand

Wealth manager St James’s Place has revamped its brand and logo today, dropping the words ‘wealth management’ from the title. The company, of the UK’s largest wealth managers, will gradually roll out the brand changes over the next year but has already updated its logos on social media such as Twitter. The firm, which has a […]

Filed Under: Financial Planning

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Recent Posts

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  • Weekend Reading For Financial Planners (Jan 28-29)
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