It’s time to switch to new reports Here are the latest features we’ve introduced to new reports (don’t forget, we’re retiring the older versions of our reports on 31 July 2023): Foreign currency columns are now available on Receivable Invoice Detail, Receivable Invoice Summary, Payable Invoice Detail and Payable Invoice Summary reports Advisors can now […]
Archives for February 2023
Welcome back to the 322nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kent Skornia. Kent is the Founder of Krilogy, an Independent RIA based in St. Louis, Missouri, that oversees nearly $2 billion in assets under management for 1,800 client households. What’s unique about Kent, though, is how, to […]
City of London Minister Andrew Griffith has warned that the FCA’s new Consumer Duty could damage the sector and trigger a wave of spurious lawsuits, according to news reports. The Financial Times reported that Mr Griffith was “scathing” about the duty at a recent dinner. The paper said Mr Griffith is worried the Consumer Duty will […]
2023 is expensive. The cost of living is higher than ever, interest rates keep rising, and it keeps getting harder to stay afloat, let alone get ahead. As a result, carrying debt has become commonplace. But, with the challenges of the past few years, many of us have more debt than we’re comfortable with. […]
The Financial Services Compensation Scheme has declared four more firms in default, two with links to the British Steel Pension Scheme (BSPS). The four firms have a collective 267 claims against them. On Friday it listed Sutton Coldfield-based RSS&L, Bromsgrove-based FP Consulting, London-based Optimise Wealth Management and London-based Northern Provident Investments in default. The move […]
Financial advisors are generally required to abide by ethical standards, such as the duty to act in a client’s best interests when giving financial advice. Advisors who attain the CFP marks are held to even higher standards, though, with all CFP certificants required to adopt CFP Board’s own more-stringent Code of Ethics and Standards of […]
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