The Personal Finance Society has launched a new library of virtual video courses for its ‘My Personal Finance Skills’ curriculum to boost financial education in schools. The professional body says the move – particularly aimed at secondary schools – will help continued learning during Coronavirus pandemic lockdown measures. The PFS says its new video classes […]
Archives for 2020
IIoT will disrupt the facility management industry, but hat is OK!
Over the past 200 years, the world has experienced two major waves of innovation. Firstly, the Industrial Revolution brought us machines and factories, railways, electricity and our lives have never been the same. Then the Internet Revolution brought us computing power, data networks, unprecedented access to information and communication, and again, our lives have never been the same, says […]
Exclusive: FSCS clients being ripped off twice over
The FSCS has revealed that some compensated clients are losing their money a second time when they invest with another firm which also goes on to fail. Some compensated victims invest their compensation money with an adviser or provider firm which also goes on to fail – the so-called ‘double disaster’ scenario. This means a […]
Europe, North America have a ‘really clear’ need for Covid vaccine, says expert
With cases of the coronavirus disease still surging in the West, countries in Europe and North America have a “really clear” need for a vaccine, a medical expert said on Friday. Several European countries — including France, Germany and the U.K. — have had to reinstate lockdown measures to stem a resurgence in Covid-19. Over […]
My 2020: The family confectionary business finding sweet success online
In this series, we uncover honest personal accounts of the heartbreaks, trials and triumphs that have made up 2020. By charting the full scope of the small business experience, together we stand to come back stronger than ever. You used to spot Sticky thanks to the crowds. On any given day, there would be a […]
SEC cites ‘vast majority’ of multi-branch RIAs for compliance defects
The “vast majority” of large RIAs that operate out of multiple offices struggle to adequately supervise remote personnel and ensure compliance across their branches, the SEC is warning, noting the prevalence of inaccurate, loosely enforced and inconsistently applied policies and procedures. The commission’s Office of Compliance Inspections and Examinations this week released arisk alertoutlining the […]
Why there are no financial celebrities, how to get a book published
[embedded content] Why there are no financial celebrities other than Buffett and Jim Cramer. How to write and publish a book of your own. We get into it! My co-author Brian Portnoy and I discuss the making of How I Invest My Money, which my third book and Brian’s too! We’ve been working on it […]
How to effectively communicate your value as a bookkeeper – Part 1
If you want to attract new clients and get paid what you’re worth, you need to communicate your value. How do you effectively communicate value as a bookkeeper? That’s something I struggled with at first. It took me a while to figure out that the things my clients valued weren’t always what I expected. In […]
$1.8B UBS team joins RIA founded by former colleague
The independent advisor world just added its latest billion-dollar recruits. A UBS team managing $1.8 billion in client assets left the wirehouse for Venture Visionary Partners, an independent advisory firm launched in 2019 by former UBS star advisor Craig Findley in partnership with Schwab and Dynasty Financial Partners. The Toledo, Ohio-based RIA now oversees a […]
Digging into the Dark Web: How Security Researchers Learn to Think Like the Bad Guys
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