For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients. However, another approach advisors can take is to use their technology to do […]
Archives for 2024
Finli buys £815m AUA Scottish Financial Planner
Wealth manager Finli Group, formerly Solomon Capital Holdings, has acquired Scottish Chartered Financial Planners Clark Gillone for an undisclosed sum. The firm was set up in 1998 and is led by directors David van der Hoeven and Graham Lennox. Finli said the acquisition – its 15th – will expand its national presence while providing key […]
Bitcoin ETFs bring new questions, worries to advisors
Even planners who are willing to entertain investments in digital assets caution that clients should put no more in than they can afford to lose.
The top 20 bond ETFs of 2023
The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.
Weekend Reading For Financial Planners (January 27-28)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. The survey also suggests that a firm’s tech […]
Editor’s Comment: Growth pains
I have some bad news for the Chancellor. The financial services sector, one of the great hopes of the government in terms of jobs and economic revival, is shrinking. At least in terms of the number of FCA-regulated firms. Indeeds thousands of regulated firms have been deauthorised in the past year. This may come as […]
JPMorgan shuffles top managers as Dimon prepares successors
The shuffling comes halfway through the longtime CEO’s five-year retention package.
The Accountant 2 Gets Clarifying Update After Ben Affleck Joins New Netflix Thriller – Screen Rant
The Accountant 2 Gets Clarifying Update After Ben Affleck Joins New Netflix Thriller Screen Rant
Quilter Cheviot appoints new CEO from UBS
Discretionary wealth manager Quilter Cheviot has appointed Caroline Simmons as its new chief investment officer. She will join the business in March. She replaces Duncan Gwyther and Alan McIntosh who are both retiring after a combined 53 years with Quilter Cheviot. Ms Simmons joins from UBS Global Wealth Management where she has been CIO of […]
Kitces & Carl Ep 130: Helping Everyone You Can Vs Getting Paid What You’re Really Worth
Few service industries have as much potential to impact lives as financial advice, and it’s that very ability for financial advicers to help their clients achieve positive outcomes that can often compound for decades and beyond that make the profession deeply satisfying for so many. It’s no wonder, then, that the profession attracts individuals who […]