One of the key roles of a Financial Planner is to assess clients’ appetite for investment risk. Selecting investments is nigh on impossible without this and a major industry has grown up around client risk profiling. I was reminded of this during the week with some new research from the FCA on risk warnings on […]
Archives for 2022
Editor’s Column: A risky business
One of the key roles of a Financial Planner is to assess clients’ appetite for investment risk. Selecting investments is nigh on impossible without this and a major industry has grown up around client risk profiling. I was reminded of this during the week with some new research from the FCA on risk warnings on […]
Get Started Learning More About Business Taxes Today, for a Discount
Found out how to pay only what you owe and maximize your refund.
Defaqto adds investment trust Diamond ratings
Adviser fintech and ratings firm Defaqto has unveiled a new Diamond rating service for investment trusts. The company has run investment trust (investment company) star ratings for some time but has now added Diamond ratings to expand the depth of assessment. Star ratings cover features and benefits while Diamond ratings cover performance and peer comparison. Defaqto […]
Misleading financial promotions double in 2021
New FCA data has revealed that misleading financial promotions by authorised firms more than doubled from 207 in 2020 to 564 in 2021. The doubling in misleading promotions – which required FCA intervention – came from a similar number of authorised firms over each year, about 130. The data has suggested a hardcore of regular […]
New $1 Billion Omicron business support package for NSW
With the Omicron wave washing over the state, the NSW government has announced a fresh package of business support worth $1 billion. As businesses emerged from the Christmas period, they ran immediately into a wall of Omicron, which saw consumer confidence plummet and cash flow issues run rampant. In fact, a survey of 2,000 members […]
New $1 Billion Omicron business support package for NSW
With the Omicron wave washing over the state, the NSW government has announced a fresh package of business support worth $1 billion. As businesses emerged from the Christmas period, they ran immediately into a wall of Omicron, which saw consumer confidence plummet and cash flow issues run rampant. In fact, a survey of 2,000 members […]
Behind the scenes at 5 Minute Bookkeeping
If you’re here, you’ve likely heard of the 5 Minute Bookkeeping blog, and maybe the 5 Minute Bookkeeping YouTube channel, too. I love interacting with our community online, and I thought that for a change, you might want to see a behind the scenes look at how I put together the videos for my YouTube […]
CFA pass rate stays close to record low at 43% for final exam
Wealth tops £1m for 1 in 4 married couples
Over a quarter of married couples have household wealth of over £1m, according to the Office for National Statistics (ONS). The figures include net property wealth and occupational and private pension wealth. The number of households with over £1m has risen from 1.75m to 4.58m over the past 10 years. According to the ONS data, […]