Archives for August 2022
You’re doing a bank statement reconciliation (aka the process of comparing your bank statement to books) like normal. But, things don’t add up. Suddenly, you realize the discrepancy is because there’s a large charge on your statement … but not in your books. Where’d this come from? I never spent this! And indeed, you haven’t—you’ve […]
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Welcome back to the 292nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Matthew Topley. Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. What’s unique about Matthew, though, is […]
Fund manager JO Hambro Capital Management (JOHCM) has launched a global Shariah equity fund. The Global Select Shariah Fund will join a range of global funds run by the manager that includes Global Select and International Select strategies. The new fund will be compliant with Islamic Shariah investment principles and will be an Irish domiciled […]
Welcome to the August 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 Envestnet has acquired Redi2, one of the […]