Sir David Harrison is stepping down from his role as chairman of Financial Planning wealth management firm True Potential, the company he founded in 2007. He will remain involved with the business as strategic adviser to the board and as a major shareholder of True Potential. The move has been more two years in the […]
Archives for November 2023
Celebrating Global Bookkeeping Week
It’s Global Bookkeeping Week, an annual tradition that recognises bookkeepers from all corners of the globe and a worthy cause for celebration at Xero. From 6-10 November 2023, this dedicated week will see tens of thousands of bookkeepers take a moment to reflect on their incredible contributions to the small business community. Bookkeeping remains a […]
Reckon’s Partner Engagement Manager walks us through partner relationships
We recently sat down with Reckon’s Partner Engagement Manager Andrew Hellier to chat about his experience in building valuable partner networks and cultivating meaningful relationships and events. Can you tell us a bit about what you do here at Reckon? Sure, my role at Reckon as the Partner Engagement Manager essentially is to act as […]
A simple way to build team culture
As a team of seven spread across four different states, maintaining strong connections and team culture is paramount. Initially, I considered meeting each person individually for catch-up sessions in person. However, I soon realised that fostering these connections shouldn’t be limited to one-on-one interactions; it’s about all of us connecting with each other. This realisation […]
Merrill placing bets on training, organic growth for bigger slice of wealth pie
Despite recruiting efforts, firms have struggled to bring in new blood, making retention more important than ever.
Move from Ameritrade a long and bumpy road for RIAs and Schwab
In the largest-ever conversion, issues are bound to come up. With some dust settled, what’s the outlook for the giant custodian’s dominance?
Weekend Reading For Financial Planners (November 4-5)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Department of Labor this week released its long-awaited “retirement security rule”, its latest effort to curb conflicts of interest around retirement savings recommendations. Among other measures, the proposal would amend the current 5-part test […]
Editor’s Comment: A triumph over adversity
This week’s Personal Finance Society Annual Conference was a triumph over adversity, in more ways than one. The first triumph was over the weather. Despite all that Storm Ciaran could throw at the venue, the new ICC in Newport, South Wales, the vast majority of those registered (1,241) turned up (959). Fortunately the weather […]
Elon Musk says his new startup xAI will debut its artificial intelligence Saturday
Elon Musk said Friday that his AI company, xAI, will debut its technology on Saturday.
FCA bans ‘incompetent’ £125m pension transfer adviser
The Financial Conduct Authority has banned financial adviser Geoffrey Armin for “seriously incompetent” advice on £125m of pension transfers which resulted in losses for clients of nearly £4m. Despite the losses and the fees he earned, Mr Armin has not been fined by the FCA but has been ordered to pay £200,000 to the FSCS to […]