Nearly half of consumers would turn to regulated financial advisers when seeking financial advice, according to a new wealth report. The report for M&G Wealth found that 45% of people would be happy to seek help on money matters from a financial adviser. The research suggests that despite some recent reports, financial advisers remain popular […]
Archives for 2022
1 in 5 could pay higher rate tax in 3 years – prediction
The number of higher rate taxpayers has soared by nearly 2m to 6.14m since the last election and could soar by a further 3m by 2025, according to a former Pensions Minister. The increase since 2019 – revealed in latest HMRC figures – has been called “stunning” by LCP pensions consultant and former Pensions Minister […]
Chartered Financial Planner joins Continuum
National adviser firm Continuum has recruited Chartered Financial Planner Simon Hewitt to help spur its growth plans. Mr Hewitt has worked in most areas of Financial Planning but specialises in estate planning and tax planning. He operates from Wimbledon in South West London as well as in North Wales due to family connections in the […]
Origo to launch Pensions Dashboards connector
The industry-backed fintech company Origo is planning to launch a Pensions Dashboard connector tool in the autumn to enable providers to connect more efficiently to the planned Pensions Dashboards. The Origo Dashboard Connector is due to go live in September and will provide a “cost-effective” way for pensions providers to connect to the government’s Pensions […]
Where Direct Indexing is Headed
For Richer and Poorer: How to Start a Business With Your Spouse
Americans love talking about their favorite mom-and-pop shops. When we use the term mom-and-pop, we’re talking about a spouse-owned business. A spouse-owned business gives new meaning to “for richer and poorer” (and “till death do us part!”). According to Harvard Business Review, three million businesses in the U.S. are spouse-owned. This type of business also […]
Artemis founder Stuart to hand over fund reins
Derek Stuart, one of the UK’s best known fund managers and a founder of Artemis Investment Management, is to step back from co-managing one of its leading funds to spend more time on charity work. He has been a manager of the Artemis UK Special Situations Fund since its launch in 2000. He will hand […]
Morningstar to rename Praemium after £35m takeover
Financial research and investment management company Morningstar is to rename Praemium as the Morningstar Wealth Platform after its £35m acquisition of the formerly Austrlian-owned platform. Praemium has sold its operations in the UK, Jersey, Hong Kong and Dubai to Morningstar. The deal adds more than 100 new staff to Morningstar who will move across from Praemium’s UK and […]
Kitces & Carl Ep 89: From Financial Plan Software To One Page Financial Planning
Many financial advisors have traditionally aimed to present the financial plan as a thick, bound, all-encompassing document to be used as a tool to help clients achieve their financial goals. But beyond providing an in-depth roadmap for clients, the financial plan also demonstrates the expertise and value financial advisors offer. To help streamline the financial […]