Without customer demand, there is no business. Although no one can predict exactly how high in demand a product or service will be, you can guesstimate it. How, you ask? With demand forecasting. Get the lowdown on types of demand forecasting, how to forecast demand for your business, and more. What is demand forecasting? Demand […]
Archives for 2022
Financial Planning and Wealth Management unravelled
The latest issue of Financial Planning Today Magazine is out now and investigates how Financial Planners are increasingly blending wealth management into their range of services. You can preview the issue here and subscribe now to receive a 12% discount on your first year’s digital subscription – with offers on our print edition too (see magazine). Highlights in the […]
Financial Planning and Wealth Management unravelled
The latest issue of Financial Planning Today Magazine is out now and investigates how Financial Planners are increasingly blending wealth management into their range of services. You can preview the issue here and subscribe now to receive a 12% discount on your first year’s digital subscription – with offers on our print edition too (see magazine). Highlights in the […]
Dynasty Financial Partners to go public through $100M IPO
TISA CEO David Dalton-Brown steps down
David Dalton-Brown, CEO of investment and savings trade body TISA, will step down at the end of January. He leaves after five years at the helm of TISA, and thirteen years within the organisation. Mr Dalton-Brown is leaving for family reasons. TISA is to restructure its operations following Mr Dalton-Brown’s departure. Its operations will now […]
FinCalc revamps client portal
Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client. The FinCalc Client Portal enables Financial Planners and clients to communicate securely and share information online. It can be accessed via computer, tablet or mobile phone. The portal will be fully white labelled to the adviser […]
New social media channels to market your business
While you may be ticking along nicely by marketing your business through the mainstays of social media – have you put serious consideration into diversifying? We should all be leveraging Facebook, Instagram, and LinkedIn – but what are you missing out on? While these social media marketing platforms may not be entirely ‘new’, they are […]
Tax-News.com: UK Delays Overhaul To Tax Non-Compliance Penalties
HM Revenue and Customs is reforming late-filing and payment penalties to make them fairer and more consistent across taxes. The first stage of these reforms was set to come into effect early this year. However, on January 13, 2022, HMRC postponed the effective dates by nine months to one year.
5 questions on financial literacy for FinLit Tech’s Mac Gardner
Reducing Digital Miscommunication By Setting Clear Expectations And Appropriate Tone
Communicating clearly and effectively online can often be a challenge, and the surge in digital communication during the pandemic has increased the potential for misinterpreting messages. Without the verbal inflection available in oral communication, conveying tone through written communication is much more difficult. In the absence of these tonal clues, our brains fill in the […]