Sometimes a first opinion of someone can be terribly wrong. Early on in my career, I was on the opposite side of an accountant that I immediately didn’t like. I also lost a client to him, but then got one of his. When I spoke to him about the client he lost, he was very […]
Archives for July 2021
Community
“Used to be one of these robinhood/wsb daytraders, during 2018 it completely killed the atmosphere after seeing red for 3 months straight. Entire communities disbanded and friend groups dissolved. Any extended drawdown will absolutely kill the sentiment around investing but eventually new people come back in to fill the space because someone on tiktok or […]
Commonwealth, Edward Jones get top grades from advisors
Despite lower advisor satisfaction grades this year, the perennial champion wealth managers are holding on to their titles in the yearly J.D. Power survey. Commonwealth Financial Network and Edward Jones drew the highest overall advisor satisfaction scores of any wealth managers in J.D. Power’s annual rankings of independent and employee channel firms. The two firms’ […]
LISA early withdrawal penalties triple to £33m
Lifetime ISA (LISA) early withdrawal charges rose by more than 300% to £33m in the 2020/21 tax year, according to a Freedom of Information request. The figure compares a charge of only £10m in 2019/20. Wealth manager Quilter submitted a Freedom of Information request for data on LISA early access charges. The FOI revealed that […]
Creating Sustainable Growth And Happiness Through The Right Mindset And Habits
Executive Summary We’re all aspiring to grow into better advisors, with more clients, better niches, or bigger firms, but sometimes realizing that growth can be another challenge entirely. When we’re looking to grow, we may look to the most successful advisors, but feel that we can never truly emulate them due to a lack of […]
9% Piramal Capital & Housing Finance Ltd NCD ★ July’21 ★ Should you Invest?
Piramal Capital & Housing Finance, has come out with Piramal Capital & Housing Finance Ltd NCD (Tranche 1) offering 9% and opens for subscription from July 12, 2021. Piramal Capital & Housing Finance, incorporated in 2017 is a non deposit taking housing finance company and 100% subsidiary of the Piramal Enterprises. The company deals in […]
The Art of Responding to RFPs
Does your small business gain new customers through Requests for Proposals (RFPs)? Maybe you’re in the running to win new business or exploring more work with an existing client. Unfortunately, RFPs can be frustrating when they take away time from your other responsibilities. Rather than being frequently disappointed or burned out by responding to them, […]
Utilities present a catch-up trade opportunity with Biden’s $579 billion infrastructure bill in sight, CEO says
Utilities could be the underrated beneficiaries of a U.S. infrastructure overhaul, one CEO says. With Washington lawmakers working to make the Biden administration’s $579 billion infrastructure spending framework a reality, the year’s worst-performing sector could be in for a rebound, Reaves Asset Management CEO Jay Rhame told CNBC’s “ETF Edge” this week. Two major tailwinds […]
A New Era of Investing and Financial Advice
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Confirmed deaths in collapsed Florida condo building climb to 86
A member of Miami-Dade Fire Rescue hugs a victim’s relative at the “Surfside Wall of Hope & Memorial” near the site where a building collapsed in Surfside, Florida, north of Miami Beach on July 7, 2021. Chandan Khanna | AFP | Getty Images The number of confirmed deaths in the collapsed condominium building in Surfside, […]