Archives for 2022
Chartered Insurance Institute hires new CEO
The Chartered Insurance Institute has hired Alan Vallance, currently CEO of the Royal Institute of British Architects (RIBA), as its new CEO. The CII says Mr Vallance will succeed Jonathan Clark, CII interim CEO, on 30 August. He becomes CEO after the shock resignation last October of Sian Fisher, the under fire CEO of the […]
8 Inflation Conversations For Financial Advisors To Have With Clients
With inflation reaching its highest levels since the early 1980s, the topic of rising prices has been on the minds of many financial advisors and their clients. And though many hoped that the spike in inflation that began in autumn of 2021 would pass within a few months (once holiday season demand cooled and COVID-related […]
8 Inflation Conversations For Financial Advisors To Have With Clients
With inflation reaching its highest levels since the early 1980s, the topic of rising prices has been on the minds of many financial advisors and their clients. And though many hoped that the spike in inflation that began in autumn of 2021 would pass within a few months (once holiday season demand cooled and COVID-related […]
8 Inflation Conversations For Financial Advisors To Have With Clients
With inflation reaching its highest levels since the early 1980s, the topic of rising prices has been on the minds of many financial advisors and their clients. And though many hoped that the spike in inflation that began in autumn of 2021 would pass within a few months (once holiday season demand cooled and COVID-related […]
Can bitcoin in 401(k)s fuel prudent investing?
AI in Accounting: The Future Is Here [& Ready to Streamline Your Bookkeeping Responsibilities]
AI (artificial intelligence) has been a game-changer for everything from speech recognition to language translation and … accounting? Yes, AI in accounting continues to transform the process of bookkeeping. How so? Many accounting software platforms use AI to streamline tedious accounting tasks like data entry and bank statement reconciliation. Want to learn more about it? […]
Firms Push for CVE-Like Cloud Bug System
Researchers propose fresh approaches to cloud-security bugs and mitigating exposure, impact and risk.
Pension provider moves default fund to sustainable strategy
Multi-employer master trust pension fund National Pension Trust (NPT) is to move its default investment to an ESG guided strategy this month. The savings of over 44,000 members with other £987m in assets will be shifted to a strategy that will be guided by environmental, social and governance principles. The ESG default arrangement will focus […]
#FA Success Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth, With Derek Gregoire
Welcome back to the 278th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Derek Gregoire. Derek is a co-owner of SHP Financial, an independent RIA based in Plymouth, Massachusetts, that oversees nearly $1.2 billion of total assets for over 1,200 clients. What’s unique about Derek, though, is how he and […]