Your business is efficient and error-free all the time. Well, maybe it’s 90% of the time. Actually, maybe 85% of the time. OK, maybe it’s time to investigate with an accounting KPI (key performance indicator). With knowledge comes power—as soon as you know where improvements are needed, you can create a plan for future success. […]
Archives for 2022
New CEO for AJ Bell as founder steps down
Investment platform and SIPP provider AJ Bell has appointed its deputy CEO Michael Summersgill to succeed founder Andy Bell as CEO from 1 October, subject to regulatory approval. Mr Bell, who built up and floated the platform on the stock market, will remain on the AJ Bell board as non-executive deputy chair from the same […]
New CEO for AJ Bell as founder steps down
Investment platform and SIPP provider AJ Bell has appointed its deputy CEO Michael Summersgill to succeed founder Andy Bell as CEO from 1 October, subject to regulatory approval. Mr Bell, who built up and floated the platform on the stock market, will remain on the AJ Bell board as non-executive deputy chair from the same […]
Langcat adds MPS to suitability software
Consultancy and software provider the lang cat has added managed portfolio services (MPS) to its suitability software. It has bolted on a suitability and comparison module to its regtech system, Analyser, at no additional cost for premium users. Financial Planners can use the system to create quick comparisons or full due diligence reports, with the Analyser […]
Helping athlete and entertainer clients navigate family obligations
Kitces & Carl Ep 88: Showing Your Value To Prospects When Everything Is Already Going Well
When financial advisors seek new clients, their outreach efforts can often lead to prospective clients approaching them because of a specific issue on their mind that they would like the advisor to address. In these instances, the advisor may start the discussion simply with the intention of better understanding the client’s problem. But sometimes, when […]
Tech Survey 2022: How advisors are investing for the future
What does Santander see in the U.S. that other banks are missing?
1 in 10 Planners see clients postpone retirement
Over one in ten (12%) of financial Planners have seen clients postpone retirement due to the cost of living crisis. Almost half (42%) of Financial Planners surveyed by the Personal Finance Society (PFS) had seen clients reducing their spending. A further 37% had seen clients pull cash out of their savings to cope with increased […]
1 in 10 Planners see clients postpone retirement
Over one in ten (12%) of financial Planners have seen clients postpone retirement due to the cost of living crisis. Almost half (42%) of Financial Planners surveyed by the Personal Finance Society (PFS) had seen clients reducing their spending. A further 37% had seen clients pull cash out of their savings to cope with increased […]