Experts expect the rate cuts to continue, but for how long and how effective they will be in achieving a “soft landing” remain to be seen.
Archives for 2024
As Fed announces half-point rate drop, advisors change investment strategies
Experts expect the rate cuts to continue, but for how long and how effective they will be in achieving a “soft landing” remain to be seen.
AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years
In the nearly 2 years since the launch of ChatGPT, there has been an explosion of new technology solutions incorporating Artificial Intelligence (AI). Today, AI is now almost ubiquitous across many of the tools that we use, from smartphone cameras to search engines to office productivity software. For financial advisors, too, a ballooning number of […]
Timeline adds Letter of Authorisation tech
Fintech and investment provider Timeline has partnered with The Pension Lab to offer a digital solution to automate and streamline the Letter of Authorisation (LOA) process for advisers.
Platform losses are not an excuse to keep cash interest – FCA
Some investment and SIPP providers have been retaining interest earned on cash-holdings to subsidise loss-making platforms, according to an FCA study published today.
1 in 3 well off over-60s failing to save for later life care
Nearly three in 10 (28%) of over-60s with over £200,000 in investable assets or household income have failed to ring-fence money to fund later life care they may need, a new report says.
Reckon named “Great Place to Work”
Is your small business a great place to work? Reckon is! For 2024-2025, Great Place To Work has stamped its seal of approval and determined that Reckon is an industry leader in nurturing our employees and providing a safe workplace. So, who is Great Place To Work, and how did Reckon measure up? About Great […]
Reckon named “Great Place to Work”
Is your small business a great place to work? Reckon is! For 2024-2025, Great Place To Work has stamped its seal of approval and determined that Reckon is an industry leader in nurturing our employees and providing a safe workplace. So, who is Great Place To Work, and how did Reckon measure up? About Great […]
Bank of America names leaders to align wealth, investment bank units
Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America’s investment bank, Merrill and the firm’s private bank.
Loyal North adds 2 acquisitions to boost AUM by £56m
Fast-growing Financial Planning and wealth management group Loyal North has completed two more acquisitions in Hertford and Essex, adding £56m in AUM.