The FCA says a crackdown on illegal investment advertising on the internet helped cut investment fraud in 2023 with overall losses down 40%. The FCA said by working closer with internet firms it had turned the tide, with Google’s change of policy on investment promotion alone leading to a “100% reduction in illegal paid-for […]
Archives for 2024
Nucleus buys white label platform firm
Adviser platform Nucleus has signed a deal to acquire Third Financial, a provider of white label investment platforms and software. Nucleus says the acquisition, for an undisclosed sum, will increase Nucleus Assets Under Advice to around £90bn. The acquisition will also give Nucleus the ability to offer ‘adviser-as-a-platform’ services, enabling adviser firms to offer their […]
Ask an advisor: Can my client afford to build her retirement dream home?
Downsizing in retirement is common. What’s less common is building the new home yourself. Can a senior in California pull it off?
400 TPR workers to stage further 12-day walkout
Four hundred workers from The Pension Regulator will take part in a new 12-day strike starting later this month. Public and Commercial Services (PCS) union members will stage a strike which will begin on 28 February. Staff will walk out on: 28 and 28 February and 1, 4, 5, 6, 13, 14, 15, 18, 19 […]
Anchin Wins ClearlyRated’s 2024 Best Of Accounting Award For Service Excellence – PR Newswire
Anchin Wins ClearlyRated’s 2024 Best Of Accounting Award For Service Excellence PR Newswire
Kitces & Carl Ep 131: What’s The Real Purpose Of (New Year’s) Goals And Finding The Next Best Action To Move Forward
When a new year comes around it is often customary to set new personal and professional goals. Yet, in the midst of the tradeoffs that come with balancing new goals and their required behaviors, the challenge of creating sensible targets with flexibility and grace can be confounded by the reality of living in a world […]
Business news wrap for January!
What’s been cranking in the world of business in the early stages of 2024? We rounded up the top business news for the month of January. Let’s dive in… Revised Stage 3 tax cuts to benefit the overwhelming majority of Australians. Almost every Australian will be receiving a tax break in the upcoming stage three […]
LPL’s Rich Steinmeier on Prudential, AI, tax and ‘reimagining’ the firm
The firm’s recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD.
Study: IRS could collect billions more with full funding
A study shows that the Service can collect $561 billion in tax revenue over 10 years if it receives the funding from the Inflation Reduction Act of 2022 as written.
Progeny adds CFO as firm plans to boost growth
Financial Planner and professional services firm Progeny has appointed Tom Wood as its new chief financial officer as the firm looks for options to speed up growth. He brings over 25 years of experience in financial services, including leading change and growth within private equity-backed businesses. Former roles include CEO and CFO of Shawbrook Group, […]