Welcome back to the 285th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ryan Townsley. Ryan is the founder of Town Capital, an independent RIA based in Bel Air, Maryland, that oversees nearly $50 million in AUM for 65 client households. What’s unique about Ryan, though, is how he spent […]
Archives for 2022
Voice: Millennials and Gen Z are fed up with ESG
Tax dates for your diary till 31 December 2022
EOFY 2022 is coming up fast which means tax time is looming… If you’re a business owner, the ATO requires entities of all sizes to file their tax documentation before 30 June 2022. This means you need to start getting your ducks in a row now. As you may well be aware, each financial year […]
Tax dates for your diary till 31 December 2022
EOFY 2022 is coming up fast which means tax time is looming… If you’re a business owner, the ATO requires entities of all sizes to file their tax documentation before 30 June 2022. This means you need to start getting your ducks in a row now. As you may well be aware, each financial year […]
Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts
Communication is one of the most important skills for a financial advisor. While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations. Many advisors are […]
Cashflow modeller FinCalc bolts on IHT modeller
Cashflow and DB transfer software provider FinCalc has added an inheritance tax modeller for Financial Planners. Data can be inputted into the modeller via the Client Portal or an integrated back-office system. Fincalc said the new modeller would help Financial Planners to explain to clients the complexities of inheritance tax and the impact of IHT planning […]
Index Investing, the Sequel: This time it’s personal
Taking on social media: 6 takeaways for financial advisors
Weekend Reading For Financial Planners (June 11-12)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that amid public interest in the potential conflicts of interest involved in ‘payment-for-order flow’ arrangements between brokerages and market-making firms, SEC Chair Gary Gensler has asked agency staff to explore various ways to make the U.S. […]