Josh spoke at the Riskalyze Fearless Week virtual conference and relayed the six biggest lessons he learned during Pandemic Summer. Some are business lessons and some are personal – but for Josh, business has always been personal. Plus, Michael Batnick returns for an all new edition of What Are Your Thoughts – Josh put a […]
Archives for August 2020
Standard Life wrap increases control for Planners
Standard Life has added a number of new services on its wrap platform to support Financial Planners and improve the experience of their clients following feedback from advisers. A new client portal offers Financial Planners the ability to personalise online user experience for their clients. The Planner decides how much information is available to each […]
Standard Life wrap increases control for Planners
Standard Life has added a number of new services on its wrap platform to support Financial Planners and improve the experience of their clients following feedback from advisers. A new client portal offers Financial Planners the ability to personalise online user experience for their clients. The Planner decides how much information is available to each […]
Paraplanning Hub scales up during lockdown
Financial Planning firm The Paraplanner Hub has increased its workforce as business continued to boom during lockdown. Former financial adviser Tony Slimmings started offering freelance paraplanning services in early 2017, before scaling up and launching The Paraplanning Hub based in Castle Eden in December 2019. He has since taken on five new team members across the […]
ESG climbs up Financial Planning agenda
Three in five (60%) Financial Planners are now factoring in ESG related questions when speaking to clients and undertaking fact finds, according to a new report. A further one in five (22%) of those surveyed said they expected to introduce ESG related questions in the next twelve months, according to the report from analyst firm […]
LCF pay-outs reach £20m as delays go on
The Financial Services Compensation Scheme has paid out just over £20m in compensation to LCF customers, close to a 50% increase since last month. The FSCS has now issued 1,295 decisions as they work to pay customers as quickly as possible but increasing the size of the team handling the LCF case by 80%. The […]
Treasury yields tick higher as markets digest Fed’s ‘robust’ policy change
U.S. government debt prices slipped lower early Friday, as markets responded to Federal Reserve Chairman Jerome Powell’s announcement of a major policy shift when it comes to inflation. The yield on the benchmark 10-year Treasury note rose to 0.7638%, while the yield on the 30-year Treasury bond ticked higher to 1.5369. Bond yields move inversely to prices. It comes after Powell said […]
Marketing during Covid
In a world decimated by a pandemic and a global economic shutdown, marketing your business is probably the last thing on your mind. Marketing is often the first thing people cut when they’re trying to save money in their business. But is this the wisest move for your long term viability? Being conservative feels like […]
Facebook says Apple rejected its attempt to tell users about App Store fees
Facebook on Thursday told Reuters that Apple rejected its attempt to tell users the iPhone maker would take a 30% cut of sales in a new online events feature, forcing Facebook to remove the message to get the tool to users. Facebook said that Apple cited an App Store rule that bars developers from showing […]
Getting from one to Xero
Starting your own business is no easy feat. For Ong Shee Laine in Kuala Lumpur, Malaysia, her journey as an entrepreneur began when she decided to leave the corporate world where she was an Assistant Vice President to the Group CFO for a large conglomerate. With humble beginnings as a freelancer, Shee Laine kept her […]