Welcome back to the 286th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Matt Cosgriff. Matt is the Director of Wealth Management for BerganKDV, an independent RIA that operates as a division of a regional accounting firm based in Bloomington, Minnesota, and oversees more than $2 billion in assets for […]
Archives for 2022
The golden rules to avoid a massive tax bill as a sole trader
It happens every year. Sole traders around the country tread steadily toward the end of financial year on 1 July, until suddenly, their chest tightens with panic. Hot on their lips is the nail-biting question: what if I don’t have enough coin in the bank to pay my tax bill? Most sole traders will know […]
Close Brothers adds 2 senior advice hires
Close Brothers Asset Management has hired David Mellett and Ben Staniforth to boost its advice presence in the North, Midlands and South West. Both join the investment and advice firm as managing directors. Mr Staniforth joins Close Brothers from Chase de Vere where he managed a team of Financial Planners. He will split his time […]
Summer Reading List Of “Best Books” For Financial Advisors – 2022 Edition
The first half of 2022 has not played out as most expected; the good news is that for most parts of the country, businesses and offices are re-opening (at least those that decided to return to in-person at all!), and by whatever means we’ve figured out how to ingrain the pandemic into our normal daily […]
LCP launches State Pension boost tool
Pension consultancy LCP has launched a new online tool to help savers work out if they can benefit by topping up their State Pension by paying voluntary National Insurance Contributions. The pension consultancy said the new tool may be of particular interest to early-retired public servants who have been members of a contracted out occupational […]
LCP launches State Pension boost tool
Pension consultancy LCP has launched a new online tool to help savers work out if they can benefit by topping up their State Pension by paying voluntary National Insurance Contributions. The pension consultancy said the new tool may be of particular interest to early-retired public servants who have been members of a contracted out occupational […]
Ex-Quilter duo to acquire Beaufort Group
New advice and wealth management firm Solomon Capital Holdings is to acquire financial adviser Beaufort Group for an undisclosed sum. Solomon was founded by former Quilter Financial Planning CEO Andy Thompson and CFO Darren Sharkey last year. The Beaufort Group was set to be acquired by adviser network Socium Group last year but the network […]
How talent and tech hold the key to solving the industry’s challenges
Weekend Reading For Financial Planners (June 18-19)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Charles Schwab has agreed to pay $187 million to settle allegations that it misled users of its Schwab Intelligent Portfolios robo-advisor platform by falsely claiming that the cash allocations in its model portfolios (which were […]
Weekend Reading For Financial Planners (June 18-19)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Charles Schwab has agreed to pay $187 million to settle allegations that it misled users of its Schwab Intelligent Portfolios robo-advisor platform by falsely claiming that the cash allocations in its model portfolios (which were […]