Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recap of the CFP Board’s latest update to its 5-year strategic plan, which includes an ever-greater focus on its standards of conduct and enforcing them… but raising the question of whether the CFP Board is ready enough […]
Archives for August 2021
Weekend Reading for Financial Planners (Aug 21-22)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recap of the CFP Board’s latest update to its 5-year strategic plan, which includes an ever-greater focus on its standards of conduct and enforcing them… but raising the question of whether the CFP Board is ready enough […]
Advisor stole $10.6M from investors, SEC alleges while freezing assets
Editor’s Column: Vaccinating against pension poverty
There are certain stages in life when Financial Planning advice is vitally important and one of those periods is the years leading up to retirement. Decisions made in these years affect the rest of your life and are critical. Get it wrong and the price is poverty in retirement and recently I’ve heard of […]
Editor’s Column: Vaccinating against pension poverty
There are certain stages in life when Financial Planning advice is vitally important and one of those periods is the years leading up to retirement. Decisions made in these years affect the rest of your life and are critical. Get it wrong and the price is poverty in retirement and recently I’ve heard of […]
Schwab boosts staff pay by 5%, delays office return to 2022
Better Bookkeeping for the Self-Employed
Get 30 hours of training on how to get your bookkeeping in order.
What to Consider Before You Give Yourself a Raise
As a business owner, you typically control your own salary. And if you see a rise in business income, you may think it’s time to give yourself a raise. But, how do you go about giving yourself a raise? What are some signs it’s time you increase your income? Keep reading for answers. How to […]
Lang cat recruits ex-HL exec Tom McPhail
Investment platform consultancy the lang cat has recruited Tom McPhail, the high profile former Hargreaves Lansdown pension spokesman and head of policy, to be its new director of public affairs. Mr McPhail will start work in September for the Scottish-based firm and will focus on boosting the lang cat’s communication services. Mr McPhail has been […]
Irwin Mitchell wealth arm hits £1bn AUM milestone
The wealth arm of personal injury legal firm Irwin Mitchell has reached the milestone of £1bn of assets under management this week. The law firm, one of the largest in the UK, launched its wealth management service in 2000 to provide Financial Planning and investment management to personal injury clients receiving large settlements. From 2017 […]