Pension schemes have been fined more than £33,000 by The Pensions Regulator (TPR) after failing a detailed value for members (dVFM) assessment.
Archives for 2024
Clients want wealth managers to use technology
Investors would consider switching from a wealth manager that doesn’t modernise and embrace new technology, according to new research.
Titan adds two fixed income funds
Titan Investment Solutions, the investment arm of Titan Wealth, has added two new funds to its fixed income range.
Why Pre-Tax Retirement Contributions Are Better Than Roth In Peak Earning Years (Even If Tax Rates Increase)
Over the last 60 years, the top Federal marginal tax bracket has steadily decreased from over 90% in the 1950s and 60s to ‘just’ 37% today. However, with the national debt expanding rapidly, observers of U.S. tax policy are predicting that Congress will inevitably be forced to again increase tax rates in order to raise […]
#FASuccess Ep 404: The Evolution Of Specializing In College Planning To Work With Mid-Career Professionals Who Save, With Ann Garcia
Welcome everyone! Welcome to the 404th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ann Garcia. Ann is a partner of Independent Progressive Advisors, an RIA based in Portland, Oregon, that oversees approximately $115 million in assets under management for 120 client households. What’s unique about Ann, though, is how […]
Demand for annuities at record high
There was a record high in demand for annuities from advisers in the first half of the year, according to figures published today by pensions technology provider iPipeline.
A new Xero dashboard to elevate your advisory services
As a busy accountant or bookkeeper, we know you don’t always have time to go through each client’s books to proactively identify issues or opportunities. That’s why we’re thrilled to share that we’ve been testing a new client insights dashboard for advisors, which gives you a snapshot of the financial health of all Xero business […]
Intelliflo offers advisers Insignis Cash
Adviser fintech and back office provider Intelliflo has linked with cash savings platform Insignis Cash to offer advisers a cash management solution to their clients.
7 New Lessons Learned Building A Fee-Only RIA From Scratch: Years 3–5
Starting a new firm can be a nerve-wracking time for an entrepreneurially minded financial advisor, as making the jump involves a significant amount of professional and financial risk. Nonetheless, after a year or 2 in business, some firm owners will find that their plate is becoming full and their available time is shrinking as they […]
Ask an Advisor: What is the time frame in which you analyze an investment?
Getting clients to focus on a longer time frame for their investments can be challenging in the age of micro attention spans and instant gratification.