A father and son duo behind a failed SIPP firm – which saw investors hand over nearly £92m – have been banned as directors after repaying themselves over £1.3m ahead of creditors. The pair have been disqualified for a total of 12 years after benefitting from nearly £1.37 million while ignoring creditors, the government’s […]
Archives for September 2021
Treasury to eye ‘clawback’ of estate and gift taxes from trusts used by the wealthy
Treasury to eye ‘clawback’ of estate and gift taxes from trusts used by the wealthy
How to File a Business Tax Return in 4 Simple Steps
Filing taxes can be a bear. Between deadlines, line items, and completing forms, there is a lot of information to know. And whether it’s your first time filing taxes for small business or you’re a seasoned business owner, you may have some questions. So if you’re looking for answers on how to file a business […]
#FA Success Ep 247: Systematizing How To ‘Deliver Massive Value’ To Charge What You’re Really Worth, with Matthew Jarvis
Welcome back to the 247th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Matthew Jarvis. Matthew is the owner of Jarvis Financial, an RIA in Seattle, Washington that manages $240 million for 170 households. What’s unique about Matthew, though, is his ongoing focus on increasing the overall efficiency and profitability of […]
#FA Success Ep 247: Systematizing How To ‘Deliver Massive Value’ To Charge What You’re Really Worth, with Matthew Jarvis
Welcome back to the 247th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Matthew Jarvis. Matthew is the owner of Jarvis Financial, an RIA in Seattle, Washington that manages $240 million for 170 households. What’s unique about Matthew, though, is his ongoing focus on increasing the overall efficiency and profitability of […]
Mattioli Woods chairman to step down
Joanne Lake, chairman of wealth manager and SIPP provider Mattioli Woods, is to step down next month. Ms Lake has served as chairman of the firm for five years, having previously spent four years on the board. She will leave the firm after its AGM on 29 October. The wealth manager and SIPP provider has […]
Mattioli Woods chairman to step down
Joanne Lake, chairman of wealth manager and SIPP provider Mattioli Woods, is to step down next month. Ms Lake has served as chairman of the firm for five years, having previously spent four years on the board. She will leave the firm after its AGM on 29 October. The wealth manager and SIPP provider has […]
How to set your small business payment terms
Healthy cash flow is important for any business, but particularly for small business owners in those first few “make it or break it” years. Read more on how to set your small business payment terms. Business owners who set clear payment terms with their customers, invoice quickly, and follow up on late payment can […]
Why XYPN Is Petitioning The SEC To Implement Title Reform Under Section 208(c)
There is a fundamental difference between hiring an advisor, and hiring a salesperson. As while both have essential roles in the economy – sometimes we want the advice of a nutritionist about our red meat intake, and other times we simply want the butcher to sell us the best cut of meat – regulation has […]