Archives for August 2022
Snowden Lane adds third advisor after collapse of Fieldpoint’s M&A deal
#FA Success Ep 293: Jumpstarting Growth By Showing Up Differently Where Prospects Are (Digitally) Concentrated, With Anna N’Jie-Konte
Welcome back to the 293rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Anna N’Jie-Konte. Anna is the founder of Dare to Dream Financial Planning, an independent RIA based in New York City that has grown to more than $400,000 of annual revenue in barely 3 years by building a […]
Profits rise 75% for Abrdn advice arm
Profit for Abrdn’s advice arm rose 75% year-on-year in the first half of 2022. Adjusted operating profit rose to £7m, with £6m generated by its latest acquisition Interactive Investor., according to half year results released this morning. Abrdn completed the acquisition of Interactive Investor for £1.49bn in May. The investment manager’s ‘Personal Vector’ includes Financial […]
Crypto tax guide in Australia (2022)
Crypto currency has exploded in popularity the world over. Whether used as an investment, store of value or to disconnect from the worlds fiat banking system, crypto is all the rage. Whether you’re already investing in currencies like Bitcoin or Ethereum, or perhaps considering dipping a toe in the pool, you need to understand the […]
With tax-loss harvesting, you reap what you sow
5 reasons Americans are retiring later in life
5 reasons Americans are retiring later in life
4 Small Business Tax-Saving Strategies
According to Public Law 115–97, American companies are liable to pay 21% corporate income tax (CIT). However, that’s just the rate before deductions. An effective corporate tax is what a company pays after subsidies and other loopholes. Keep reading today’s small business tax planning blog to learn how you can take advantage of these deductions to save […]
Creating Powerful Advisor Marketing Messages That Better Connect With Your Ideal Prospects
Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. For financial advisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them […]