The Paraplanners’ Assembly, the support and training network for Paraplanners, is to hold its annual ‘Big Day Out’ event on 12 September.
Archives for 2024
1 in 5 injured last year had no income while sick
More than one in five adults (22%) who took unplanned leave in 2023 due to injury were not paid during their absence, a major new study has uncovered.
Planner partners with Tony Adams’ mental health support drive
Financial Planning network Rosemount Financial Solutions (IFA), is to partner with an anti-addiction, mental health support campaign set up by former Arsenal and England captain Tony Adams.
How financial advisors can assist clients in successfully navigating career changes
A record number of Americans expect to be unemployed soon, giving advisors opportunities to help them plan.
How Art Outreach is drawing on the Xero Beautiful Business Fund to create new possibilities for education
“I used to volunteer at a local food distribution program. Seeing the kids we served take food to their home made me want to do something beyond just providing a basic necessity,” said Mae Anderson, Chairman of Art Outreach, a non-profit arts intermediary dedicated to supporting art practitioners as well as championing art appreciation and […]
Kitces & Carl Ep 145: Explaining The Value Of Financial (Life) Planning By Unlocking The Emotional Job To Be Done
As advisory firm websites have become crucial to the prospecting pipeline, displaying fees can present a delicate challenge for advisors. On the one hand, displaying fees can help a client determine whether an advisor will fit into their budget and may build trust when an advisor demonstrates transparency by explaining how their fee applies to […]
Advised platforms net sales slump 12% in Q2
Advised platforms gross flows in Q2 remained strong but outflows continued to rise and net sales were down sharply by 12.28% to £2.88bn, new figures from consultancy the Lang Cat reveal today.
Market volatility and a contentious election year caused advisor confidence to plummet
However, financial advisors have been trying to ease client fears by taking a longer view.
Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency
Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. The downside, however, is that irrevocable trusts are “irrevocable” and can’t easily be undone; […]
Family philanthropy benefits givers in surprising ways — we’ve seen it happen
Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.