The number of UK adults with Private Medical Insurance has risen by 1m in the past five years to reach 6.9m, according to analysis of the FCA’s Financial Lives survey by consultancy Broadstone. The ongoing problems in the NHS are believed to have spurred the surge in sales, particularly in the employee benefits sector. An […]
Archives for 2023
Financial abuse can trap people in relationships — here’s how advisors can help
From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household’s finances, can make a difference.
How small businesses can get themselves ready for Cyber Monday
This guest blog was written by the team at ecommerce accounting integration, Amaka. Cyber Monday was originally an opportunity for ecommerce businesses to dish out huge promotions after Thanksgiving in the United States, but it’s now become a phenomenon around the world. In 2022, Cyber Monday brought in a total of $11.3 billion USD in […]
#FA Success Ep 356: Scaling To (Nearly) $2M Of Revenue As A Flat-Fee, Advice-Only Firm, With Sarah-Catherine Gutierrez
Welcome everyone! Welcome to the 356th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sarah-Catherine Gutierrez. Sarah-Catherine is the founder of Aptus Financial, a fee-only financial planning firm based in Little Rock, Arkansas, that is approaching $2M in revenue and works with over 480 client households. What’s unique about Sarah-Catherine, though, […]
Progeny acquires 4-office Scottish Chartered Planner firm
Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum. Carbon has a significant presence north of the border with 45 staff and offices in Edinburgh, Glasgow, Aberdeen and Perth. Carbon advises clients with complex financial needs, business leaders and those near key life […]
Banned broker gets 10 years in $102M Ponzi scheme
Thomas Brenner joins his accomplices Perry ‘King Perry’ Santillo and Christopher Parris in receiving prison sentences for defrauding investors.
Are Financial Plans Getting Too Comprehensive: How The ‘Sledgehammer Of Value’ Isn’t Actually Paying Off
Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors. Though, at some point, covering a large number of financial planning topics can eat into an advisor’s time, which is […]
CSUMB duo sowing the seeds of accounting – CSUMB
CSUMB duo sowing the seeds of accounting CSUMB
Australian business news wrap for October!
What’s been happening in the world of business over the last month or so? To save you from endless scrolling, we’ve filtered out some of the most prominent business news stories in Australia. CBA loses market share – are we going to see lending competition heat up? Largely due to home loan customers (both owner-occupied […]
RIA launches team for Asian wealth, filling lucrative niche
The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.