Only 16% of over-45s informed their financial adviser when faced with circumstances which could make them financial vulnerable, according to a new report. Seven in ten over-45s have found themselves facing potential financial vulnerability but chose to keep it to themselves, according to the report from Just Group. Of these, a third (30%) admitted their […]
Archives for 2022
Over-45s keeping advisers in dark over vulnerability
Only 16% of over-45s informed their financial adviser when faced with circumstances which could make them financial vulnerable, according to a new report. Seven in ten over-45s have found themselves facing potential financial vulnerability but chose to keep it to themselves, according to the report from Just Group. Of these, a third (30%) admitted their […]
FSCS warns LCF bondholders of scam emails
The Financial Services Compensation Scheme has warned LCF bondholders about scam emails claiming to be from a director of LCF. LCF administrator Smith & Williamson has been shown copies of the emails sent to LCF bondholders. They encourage the reader to call a phone number and ‘lodge a claim into the government scheme’, ‘lodge claims […]
BlackRock CEO says stakeholder capitalism isn’t ‘woke’
Miscellaneous “Income” Is Now Miscellaneous “Information.” So, What Is It?
In business, it seems like you dole out money for anything and everything. Employee wages and inventory purchases are just some of the payments you might make. Sometimes, you may make payments that fall under the IRS’s miscellaneous category. And if you do, you must report them as miscellaneous information (formerly miscellaneous income). So, what […]
#FA Success Ep 264: Outsourcing Lead Generation To Accelerate Growth When Starting From Scratch, With Dan Callahan
Welcome back to the 264th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Dan Callahan. Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client […]
FCA cracks down on post-Brexit temporary permissions
The Financial Conduct Authority (FCA) has issued a warning to European firms temporarily operating in the UK. The regulator has cancelled temporary permissions of four European firms. It said that the firms did not respond to mandatory information requests, despite being given multiple opportunities. The four firms were Arumpro Capital Limited, Esfera Capital Agencia de […]
FCA cracks down on post-Brexit temporary permissions
The Financial Conduct Authority (FCA) has issued a warning to European firms temporarily operating in the UK. The regulator has cancelled temporary permissions of four European firms. It said that the firms did not respond to mandatory information requests, despite being given multiple opportunities. The four firms were Arumpro Capital Limited, Esfera Capital Agencia de […]
Zurich launches standalone critical illness cover
Zurich has launched standalone critical illness insurance to support those who want coverage separate from life insurance cover. The cover will be available at a ‘core’ or ‘select’ level. Children’s cover, multi-facture cover, total permanent disability and waiver of premium can be added as optional extras via Zurich’s life protection platform. Standalone critical illness cover can […]
