The FCA has fined discretionary investment manager TJM Partnership Limited £2 million for “serious financial crime control failings.” The firm, based at Old Bailey in the City of London, went into liquidation on 6 January. It was found to have made serious errors on cum-ex trading, the buying and selling of shares with dividend payments […]
Archives for 2022
Sanlam Wealth to be renamed atomos
Oaktree Capital Management is to rename Sanlam Wealth as atomos after acquiring the business from Sanlam UK. Atomos is aiming to be what it claims is the, “first truly digitally-enabled, hybrid wealth business in the UK.” The company will offer digital, face to face and hybrid advice. The rebrand will go live from the autumn, […]
Important business changes coming into effect after 1 July 2022!
Seismic shifts are brewing across the Australian business landscape this year, and it would be prudent to get ahead of them. From prescriptive changes like eInvoicing mandates, superannuation guarantees, and plastic bag bans – to less palpable shifts such as inflation and energy costs, you should be getting your business ready to tackle these obstacles […]
J.P. Morgan adds hundreds of advisors as Dimon pep talks economy
The Gift That Keeps on Giving: How to Track Donations You Receive
If you run a nonprofit, you already know that donations and grants are your bread and butter. You also know just how complicated tracking donations can be. Nonprofit organizations are required to know how to track charitable donations they receive and supply donors with the proper documentation for the donations they’ve made. Read on to […]
Kitces & Carl Ep 90: Standing Out On Social Media By Finding The ‘Minimum Viable Audience’
In recent years, many financial advisors have turned to social media as a marketing tool to connect with prospective clients. Its ease of use and potential to reach large audiences have made it a very attractive channel to generate potential leads. But as a highly competitive venue with an excess of information, personal finance personalities, […]
Rapid surge in divorce fuels need for advice
Easier divorce rules have fuelled a surge in online applications with this set to continue, a Freedom of Information request has revealed. Monthly petitions for divorce have risen from a low of 2,000 a month to about 8,000 a month and potentially created a new need for financial advice, according to Canada Life which submitted the […]
Accounting watchdog fines Laura Ashley auditor over “serious” breaches
The post Accounting watchdog fines Laura Ashley auditor over “serious” breaches appeared first on Accountancy Age.
35 under 35: Where are they now?
Over the past decade the UK’s youngest and brightest accounting talents have been showcased in Accountancy Age’s 35 under 35. To mark the 10th anniversary of the awards, we caught up with a handful of the winners that made our list back in 2012 to find out how the industry and their professional careers have […]