I’m very much looking forward to appearing at the CNBC Financial Advisor Summit next week. I’ll be talking with the great Sharon Epperson and Tim Kochis, who is one of the most important figures in the history of our industry. Mr. Kochis practically invented the financial planning profession in the 1980’s and 90’s, then founded […]
Archives for 2020
Cross-Border Financial Planning: Issues When Advising International Clients
Executive Summary As the growing international economy and prevalence of virtual communication continue to flatten the world, millions of individuals are finding it easier to cross national borders, leaving their native countries for opportunities to work and live abroad, whether going from the US to other countries or coming from other countries to work and […]
MBO at Chartered Financial Planners Fiducia Wealth
Chartered Financial Planner firm Fiducia Wealth Management has been bought out by its management. The majority of the Essex-based business is now owned by directors Susie Laws and Gordon Kearney, after founder and executive chairman John Millican sold a majority stake earlier this year. The cost of the deal has not been disclosed. Fiducia was […]
Prospering in a post-COVID world
I’ve been a small business advocate for well over three decades now, but, it is incredibly heartening to learn just how valued small businesses are across the UK in the wake of COVID-19. A new study released today highlights the outpouring of goodwill towards small businesses that has only grown in the UK since the […]
Tata Group looks to tie up with BigBasket for online groceries push: Report
Illustration: Rahul Awasthi The Tata Group is in talks to tie up with e-grocer BigBasket, Financial Times has reported. A decision would taken on the deal by the end of October, the report quoted a person close to discussions. The coffee-to-cars conglomerate could be eyeing a 20% stake and two board seats in the potential […]
Facebook bans anti-vaccination ads but not antivax posts
Facebook says it will ban ads on its platform that discourage vaccinations – with an exception carved out for advocacy ads about government vaccine policies. The company already bans ads about vaccine “hoaxes,” such as the false idea that vaccinations cause autism. The latest policy expands the ban to ads that discourage vaccines for any […]
Fake profiles of IPS officials on Facebook on the rise
About four days ago, Rahul Katakey, superintendent of police in Pali, Rajasthan alerted his Facebook contacts through the following message: “Somebody has made a fake id in my name. Please ignore. This is my only Facebook id. I will also be taking action against the person who created this id.” Around a week ago, Sushil […]
Netflix stops offering free trials to U.S. viewers
Netflix, the world’s largest streaming service, said on Tuesday it has stopped offering free trials in the United States. “We’re looking at different marketing promotions in the U.S. to attract new members and give them a great Netflix experience”, a Netflix spokesperson said, confirming media reports. The company has pulled down the free-trial option from […]
Etailers think out of the box to push online gifting in festivals
Illustration: Rahul Awasthi With people largely staying at home due to the Covid-19 pandemic, e-commerce firms are ramping up their selection and revamping policies to cater to online gifting, a segment that is expected to spike during the festive season. In fact, online has become the platform of choice for customers amid the virus outbreak […]
Online brands see higher growth on own channels, apps
Illustration: Rahul Awasthi Brands that sell directly to consumers are seeing higher growth in sales via their own websites and apps, compared to when they sell through leading e-commerce marketplaces such as Flipkart and Amazon, according to third party data shared with ET.’ The shift in consumer buying patterns, across large trusted brands, comes at […]