Over a quarter of younger people (28%) aged under-35 have three or more pensions, according to research by Hargreaves Lansdown which warns that some could lose track of their retirement goals. A survey of 1,000 people carried out for HL by Opinium in April found that 35% of the under 35s already have three or more […]
Archives for 2022
The Latest In Financial #AdvisorTech (July 2022)
Welcome to the July 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 big news that Charles Schwab agreed to pay a […]
Toronto-Dominion Bank explores takeover of U.S. brokerage Cowen
Investors to wealth managers: What should I do with this crypto I own?
Advisors are ready to go all-in on AI. Here’s how it may change the industry.
Weekend Reading For Financial Planners (July 2-3)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIAs experienced growth across a range of metrics in 2021, from the number of SEC-registered firms (up 6.7%), to assets under management (up 16.7%) and clients (up 6.4%). Combined with shrinking numbers of broker-dealers and […]
Weekend Reading For Financial Planners (July 2-3)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIAs experienced growth across a range of metrics in 2021, from the number of SEC-registered firms (up 6.7%), to assets under management (up 16.7%) and clients (up 6.4%). Combined with shrinking numbers of broker-dealers and […]
Grayscale sues SEC for rejecting its spot Bitcoin ETF
Editor’s Comment: Thank you Mr Sunak
The Chancellor has inadvertently gifted Financial Planners an almost unending stream of frazzled new clients by freezing the tax thresholds, if the latest HMRC data and some fresh predictions on the number of higher rate taxpayers are anything to go by. It’s worth looking back first and I can recall some years ago regularly […]
Editor’s Comment: Thank you Mr Sunak
The Chancellor has inadvertently gifted Financial Planners an almost unending stream of frazzled new clients by freezing the tax thresholds, if the latest HMRC data and some fresh predictions on the number of higher rate taxpayers are anything to go by. It’s worth looking back first and I can recall some years ago regularly […]