A billion-dollar quartet of financial advisors including a former mayor with a specialty in socially responsible investing dropped their wirehouse of ten years for RBC Wealth Management. Advisors Michael Gara, Bruce Berman, Chad Goerner and Dustin Illgen of Princeton Financial Partners left UBS for RBC’s branch in Princeton, New Jersey. The team managed $1.6 billion […]
Archives for May 2021
Diversity efforts falling short in accounting and finance – Accounting Today
The accounting and finance profession is having trouble retaining employees from different racial, ethnic and gender backgrounds, but there are some strategies organizations can use to hold onto diverse employees. A study released in February by the Institute of Management Accountants and the California Society of CPAs found that 43 to 55% of female, nonwhite, […]
Weekend Reading for Financial Planners (May 15-16)
Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Department of Labor has withdrawn its proposed new Independent Contractor Rule, that would have made it easier for many firms to treat their “gig economy” workers as contractors and not employees (an […]
Voices: 2 critical factors for clients considering early retirement
After a year of human deprivation, no travel and endless Zoom calls it’s no wonder many Baby Boomers are thinking of taking an early retirement to make the most of the time they have left. Data from Pew Research Center estimates 3.2 million more people retired last year than the year before. A survey from […]
Crypto regulation is getting clearer. Advisors are still behind: Onramp CEO
It’s typically the financial advisor who educates the client on an investment — but when it comes to cryptocurrency, it might go the other way around. “Clients are coming to advisors for the first time knowing more about this than [them],” says Tyrone Ross, CEO of Onramp Invest, a startup crypto tech platform for financial […]
Best Ways to Grow Your Business via Digital Marketing
Digital Marketing is one of the best and proven ways to grow your business. Many business owners are not aware about digital marketing and its benefits. Digital marketing and Internet has lot of power. Digital marketing means online marketing to promote brands and products via internet and other type of digital channels. This includes e-mail, […]
Editor’s Column: A question of trust
Consumers just do not trust financial services firms, that’s the long and the short of it. Not my views but those of the FCA which today published consumer protection proposals which could affect every regulated firm. It’s a damning indictment of a sector of such importance to the UK economy. It’s just not trusted by […]
Pensions Dashboard recruits programme director
The Pensions Dashboard Programme (PDP), the long-awaited planned online location for pension saver’s retirement details, has appointed a programme director as it moves ahead with its plans. The PDP team is growing, the group says, with recruitment of a senior leadership team. Programme director Richard James; head of onboarding Paul Noone and head of technology […]
Hubwise and moneyinfo upgrade report delivery
The Hubwise platform and fintech moneyinfo have signed a deal to provide automatic delivery of Hubwise platform reports to advisers’ clients. The partnership covers all of Hubwise’s client reports, including valuations, statements, CGT reports and summary of charges. The arrangement means that quarterly reporting to clients is now processed automatically rather than requiring human involvement. The […]
New CDC mask guidelines acknowledge that ‘vaccinated people can go back to normal,’ says doctor
The Centers for Disease Control and Prevention’s updated masking guidelines mark a significant shift in the pandemic, the dean of Brown University’s School of Public Health said Thursday. “Basically, it’s acknowledging that vaccinated people can go back to normal, and can do most of the things we were doing pre-pandemic, and that is really, really […]