Archives for 2022
Weekend Reading for Financial Planners (Jan 29-30)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC is considering updating several of its regulations regarding cybersecurity to address modern threats and vulnerabilities, which for SEC-registered investment advisors, could lead to increased preparedness and reporting requirements (though it remains to be […]
Ameriprise seeking more upmarket and young clients, CEO says
Shipping for Small Business: How to Get Started, Costs, Accounting, & More
So, you’re going to ship out your products, eh? With over two billion online shoppers worldwide in 2021, it’s easy to see why. But before you can start shipping for small business, you must make some decisions, like packaging, the shipping vendor, and speed. After all, you don’t want shipping for business to shrink your […]
St James’s Place unveils new logo and brand
Wealth manager St James’s Place has revamped its brand and logo today, dropping the words ‘wealth management’ from the title. The company, of the UK’s largest wealth managers, will gradually roll out the brand changes over the next year but has already updated its logos on social media such as Twitter. The firm, which has a […]
VitalityInvest launches advised client transfer service
VitalityInvest has launched a new transfer service for advisers enabling them to consolidate clients’ investments on its platform. The VitalityInvest Smart Transfer Service aims to reduce the amount of time and effort spent transferring investments between providers. The new service provides advisers with a number of services including: A relationship manager to provide ongoing support Pre-transfer checks, including automatically detecting of Origo-linked transfers […]
New Financial Planner joins Loch Fyne Financial
Glasgow wealth manager Loch Fyne Financial has hired experienced Certified Financial Planner Jackie Coyne as its newest adviser. Ms Coyne CFP will focus on providing wealth management to a growing list of clients. She has over 40 years experience in financial services and moved into the Financial Planning profession in 1998. {loadposition hidden2} Loch Fyne is […]
Continuum adds new Chartered Financial Planner
South West Chartered Financial Planner Curtis Netherway has joined national adviser firm Continuum. Mr Netherway began his advisory career with NatWest, later becoming an IFA. He will continue to work in and around his native Barnstaple, with clients throughout the South West. {loadposition hidden2} He said Continuum’s investment in technology and the ability to […]
17 graduates join 2022 Openwork trainee scheme
The Openwork Partnership, one of the UK’s largest adviser networks, has added 17 entrants to its 2022 graduate training scheme. The Class of 2022 graduates, who joined the company in October last year, are now moving into trainee consultant roles. They will also support the roll-out of The Openwork Partnership’s CRM system called ConcertHub. Openwork says […]
17 graduates join 2022 Openwork trainee scheme
The Openwork Partnership, one of the UK’s largest adviser networks, has added 17 entrants to its 2022 graduate training scheme. The Class of 2022 graduates, who joined the company in October last year, are now moving into trainee consultant roles. They will also support the roll-out of The Openwork Partnership’s CRM system called ConcertHub. Openwork says […]