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Archives for 2022
Securing Your Move to the Hybrid Cloud
Infosec expert Rani Osnat lays out security challenges and offers hope for organizations migrating their IT stack to the private and public cloud environments.
The Latest In Financial #AdvisorTech (August 2022)
Welcome to the August 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Envestnet has acquired Redi2, one of the […]
Few of the richest U.S. universities say whether they use diverse asset managers for their endowments
Advisors should talk to serious couples about spousal IRAs
Weekend Reading For Financial Planners (July 30-31)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a survey indicating that while about 70% of advisors overall feel successful, those who charge fees (and enjoy the stability that recurring fees provide) tend to feel more successful than those who rely on less-stable commissions, with the […]
Hartley Pensions goes into administration
Troubled SIPP firm Hartley Pensions Limited has gone into administration today. The firm provided thousands of SIPPs and also provides administration for a small number of Small Self-Administered Schemes (SSAS), regulated by the Pensions Regulator. Today (29 July) the directors of Hartley Pensions placed the firm into administration at the request of the FCA, and […]
Rich Wall Streeters face shock tax hike while rest of wealthy escape higher levies
Rich Wall Streeters face shock tax hike while rest of wealthy escape higher levies
Investec to acquire Edinburgh wealth adviser
Investec Wealth & Investment is to acquire Edinburgh wealth manager and Financial Planner Murray Asset Management for an undisclosed sum. Murray Asset Management’s 20 staff will transfer to Investec Wealth & Investment. Murray provides a variety of wealth management services to clients including retirement planning and investment advice. Investec Wealth & Investment announced earlier this week […]