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Archives for May 2021
Welsh IFA barred by FCA for compensation failures
Ron Treherne IFA Ltd of Cardiff has had its permission to carry out regulated business removed by the FCA after it failed to pay Financial Ombudsman awards against it. The FCA has cancelled Treherne’s Part 4A permission stopping the firm from carrying out regulated business. The watchdog said principal Ronald Treherne had demonstrated he was “not a […]
Understanding when and why you should outsource your accounting – BizTimes Milwaukee
Do you regularly feel like you are crunched for time? Are you looking for ways to grow your business and increase your bottom line? If so, outsourcing your accounting operations can help you get back to what you do best, working ON your business…not IN your business. There are many other reasons to outsource beyond […]
Maintaining Client Progress By Normalizing Lapses And Encouraging Self-Efficacy
Executive Summary As bestselling author, Sean Covey says, “We become what we repeatedly do.” Advisors who have been helping their clients through the various stages of change will (undoubtedly!) be very proud of their clients for reaching the Action stage, when the client is finally able to take action on making whatever change is needed […]
Transforming mobile, one eSIM at a time
The global wireless industry has experienced more transformation in the last 10 years than in the previous 50, says Emir Aboulhosn, CEO at NetLync. The challenges this last year has brought, in the form of the coronavirus pandemic, have sharpened this focus to an acute and imminent reality bringing on change even faster. From 5G to […]
Leveraging IoT farming to expand food access
Access to healthy food is a staggering problem in the U.S., says Holger Kuehnle, executive creative director, at Artefact. Some 19 million Americans live in food deserts, while up to 40% of food produced in the U.S. goes to waste. It’s clear that the existing food system faces an overwhelming efficiency problem. Growing food is […]
UK Open Banking changes you need to be aware of
The wake of Brexit has seen wide ranging transformations across a diverse range of industries within both the UK and the EU. The financial sector is certainly one of the most affected industries and Open Banking is not immune to such changes. With the departure from the EU comes changes to the way Open Banking […]
Police do not support Texas’ ‘constitutional carry’ bill headed to Gov. Greg Abbott’s desk, Miami PD chief says
Miami Police Chief Art Acevedo stressed Tuesday that police departments across the nation do not support a Texas gun bill that would allow adults to carry a handgun without having a background check, license and training. “From chiefs to sheriffs to police labor, we do not support permit-less, open carry” measures, said Acevedo, the former […]
Advisors have a serious trust problem with consumers, research shows. Here’s why and what to do
The financial advice industry has a credibility problem: relatively few American consumers trust it. That creates a challenge for advisors and wealth managers who have long made trustworthiness a pillar of their brands as they seek to gain more clients and assets, according to a new survey by Morning Consult, a data research company. Advisors, […]
Only Halfway Through the Bull Market
[embedded content] 5:30pm ET LIVE premiere today – Subscribe for the alert! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►What if 2020 was 1987? – The events of 2020 did not […]