A major consumer survey has found that nearly one in four people (24%) are only “just about getting by financially” post pandemic while 8% are struggling to manage. Women, renters and mid-lifers aged 45-54 reported being particularly badly hit by the Coronavirus pandemic. The survey for Hargreaves Lansdown found that women were more likely to […]
Archives for August 2021
Storing Cryptocurrency Securely: The Safest Options For New And Experienced Investors
Since the first block of bitcoin was mined in January 2009, cryptocurrency has transformed from an obscure, experimental corner of the market to an increasingly popular investment option trying to become mainstream. Famous for its dramatic highs and infamous for its subsequent lows, cryptocurrency has fascinated many as a fast-moving corner of the market… capturing […]
As investors rush toward online trading apps, more wealth managers may offer self-directed investing
What Is an LLC, and How Do You Form One?
When it comes to forming a business, there are a number of business structures you can choose from. Your structure can determine how you handle taxes and which forms you need to file. One business entity you can choose is an LLC. So, what is an LLC? What is an LLC in business? An LLC, […]
Wall Street is watching where you’re going as it makes some big bets
How Can Small-Business Accounting Benefit From Robotic-Process Automation?
There are many ways to automate your accounting department, and robotic-process automation can play a key role.
#FA Success Ep 241: Scripting A “Values-Based Financial Planning” Business Development Process, With Bill Bachrach
Welcome back to the 241st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Bill Bachrach. Bill is the Chairman and CEO of AdvisorRoadMap, which provides training and mentorship to help financial advisors better attract and communicate with their ideal clients. What’s unique about Bill, though, is that as the creator […]
Over 20m targeted by scammers
Over 20 million people have been targeted by financial scammers, or know people who have been, in the past year, according to new research. Almost 4 in 10 (38%) of those surveyed by The Openwork Partnership, one of the UK’s largest financial advice networks, said they have seen a rise in financial scam attempts that […]
Perspective acquires £42m AUM Wiltshire Planner
Financial Planning and wealth management firm Perspective Financial Group has completed the acquisition of Chippenham-based Avon Financial Advisers in its 7th deal of the year. The deal adds 240 clients and £43m AUM to the firm just weeks after it had announced it had already completed 6 acquisitions in the first half of the year. […]
How to create a social media calendar for your small business
Many small businesses in Australia operate their social media marketing with a scarce or non-existent plan. Without a social media calendar it’s not hard to see why – business gets too busy for social media planning. Sure, you may have a marketing vision, a brand feel, and a regular pattern of posting, but have you […]