Your business’s fiscal quarter plays a role when it comes to things like taxes and finances. But, what is a fiscal quarter? Learn all about fiscal quarters and how to use them in accounting and business. What’s a fiscal quarter? A fiscal quarter is a consecutive, three-month period within a business’s fiscal year (or one-fourth […]
Archives for 2022
These are the Top 40 Brokers Under 40
#FA Success Ep 266: Reinventing The Wirehouse Model As An Employee-Owned Locally-Managed Partnership, With Jim Gold
Welcome back to the 266th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jim Gold. Jim is the CEO and Co-founder of Steward Partners Global Advisory, an independent advisory firm that supports nearly 180 financial advisors managing more than $16B of assets under management and serving close to 10,000 client […]
FCA staff vote to support industrial action
Staff at the Financial Conduct Authority (FCA) have voted to support industrial action against the regulator. Staff at the FCA voted last week on taking action over concerns about cost-cutting at the regulator. The ballot closed on Monday with 87% of staff voting yes on the industrial action ballot. Tensions continue to build between staff […]
Over-55s turn to equity release to meet daily living costs
Larger number of UK equity release customers are using the funds to support the cost of day-to-day living, according to a new report. Almost a fifth (19%) of customers used equity release for this purpose in 2021. It is the first time it has entered the top three reasons for releasing equity, according to the […]
Announcing The New Kitces AdvisorTech Directory And The State Of The (Nerd’s Eye View) Blog
While 2020 was the year that the pandemic disrupted everything, 2021 seems to have been the year where we all collectively tried to adapt to a more virtual working world and return to some semblance of normal. Which, in the financial advisor world, that benefitted from the dual tailwinds of rising markets and increased demand […]
Full Pension Dashboards not available until 2026
Small pension schemes will not be required to provide data to the new Pension Dashboards until 2026. Large pension schemes will only need to provide data to the dashboards between April 2023 and September 2024. Medium-sized schemes will be brought into the dashboards between October 2024 and October 2025. State Pension details will be available […]
Direct Line CEO replaces Feeney as FCA panel chair
The Financial Conduct Authority has appointed Direct Line Group CEO Penny James as chair of its Practitioner Panel. She will replace Paul Feeney, CEO of Quilter, from 1 March. Ms James has been a member of the panel since September 2020. The FCA Practitioner Panel is an independent statutory body providing input from the industry […]
Handle Tax Season Yourself This Year
Gear up for tax season with this bundle, on sale.
