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Archives for July 2022

Few of the richest U.S. universities say whether they use diverse asset managers for their endowments

July 30, 2022 by cbn Leave a Comment

Few of the richest U.S. universities say whether they use diverse asset managers for their endowments

Filed Under: Financial Planning

Advisors should talk to serious couples about spousal IRAs

July 29, 2022 by cbn Leave a Comment

Advisors should talk to serious couples about spousal IRAs

Filed Under: Financial Planning

Weekend Reading For Financial Planners (July 30-31)

July 29, 2022 by cbn Leave a Comment

Weekend Reading For Financial Planners (July 30-31)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a survey indicating that while about 70% of advisors overall feel successful, those who charge fees (and enjoy the stability that recurring fees provide) tend to feel more successful than those who rely on less-stable commissions, with the […]

Filed Under: Accounting Software

Hartley Pensions goes into administration

July 29, 2022 by cbn Leave a Comment

Hartley Pensions goes into administration

Troubled SIPP firm Hartley Pensions Limited has gone into administration today. The firm provided thousands of SIPPs and also provides administration for a small number of Small Self-Administered Schemes (SSAS), regulated by the Pensions Regulator. Today (29 July) the directors of Hartley Pensions placed the firm into administration at the request of the FCA, and […]

Filed Under: Financial Planning

Rich Wall Streeters face shock tax hike while rest of wealthy escape higher levies

July 29, 2022 by cbn Leave a Comment

Rich Wall Streeters face shock tax hike while rest of wealthy escape higher levies

Filed Under: Financial Planning

Rich Wall Streeters face shock tax hike while rest of wealthy escape higher levies

July 29, 2022 by cbn Leave a Comment

Rich Wall Streeters face shock tax hike while rest of wealthy escape higher levies

Filed Under: Financial Planning

Investec to acquire Edinburgh wealth adviser 

July 29, 2022 by cbn Leave a Comment

Investec to acquire Edinburgh wealth adviser 

Investec Wealth & Investment is to acquire Edinburgh wealth manager and Financial Planner Murray Asset Management for an undisclosed sum. Murray Asset Management’s 20 staff will transfer to Investec Wealth & Investment. Murray provides a variety of wealth management services to clients including retirement planning and investment advice. Investec Wealth & Investment announced earlier this week […]

Filed Under: Financial Planning

New head for Abrdn advice arm in shake-up

July 29, 2022 by cbn Leave a Comment

New head for Abrdn advice arm in shake-up

Abrdn has appointed a new head for its advice arm with existing CEO Caroline Connellan stepping down after less than a year in the role. Richard Wilson, CEO at Interactive Investor (ii) – which has been acquired by Abrdn for £1.49bn – will take on an expanded role as CEO of Abrdn’s Personal Vector advice […]

Filed Under: Financial Planning

How 5 advisors are tackling recession news

July 28, 2022 by cbn Leave a Comment

How 5 advisors are tackling recession news

Filed Under: Financial Planning

Keeping It in the Family: How to Start a Family Business

July 28, 2022 by cbn Leave a Comment

Keeping It in the Family: How to Start a Family Business

It wouldn’t be an understatement to say that family-owned business is synonymous with American business. Eighty-seven percent of American businesses are family owned. You read that right: 87%. That means that family-owned businesses employ a huge portion of the U.S. workforce—62% to be exact. And to top things off, family-owned businesses make up 64% of […]

Filed Under: Accounting, Accounting Software

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