The moment is upon us! With NSW having surpassed the 70% double vaccination rate, many businesses have conditionally reopened today after months of a grueling lockdown. Better yet, with 80% vaccination rates just around the corner even more opening opportunities and reduced restrictions will be ushered in. Now is the time to get your business […]
Archives for October 2021
How a Company’s Relationship With Its Accounting Firm Changes as It Grows
Companies have different accounting needs at each stage of growth, but having a proactive, strategic partner is always key.
Weekend Reading for Financial Planners (Oct 9-10)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the global financial services industry buzz of the “Pandora Papers”, the latest leak of the so-called “shadow financial system” used by certain ultra-high-net-worth households (including world leaders, other politicians, celebrities, and more), highlighting the ways the system is […]
How to ‘buy volatility’ as an asset class for clients
How to ‘buy volatility’ as an asset class for clients
How a unified public regulatory database will help investors — and advisors
Editor’s Column: Dirty cash war suffers a setback
The money laundering regulations are supposed to be a dull but routine part of financial services business, as any Financial Planner will attest. With this in mind, the story this week about NatWest’s huge money laundering blunders has taken many aback. The size of the money laundering involved, including an alleged £264m in cash, is staggering […]
J.P. Morgan, LPL Financial, Stifel, plus augmented reality education, NASAA rule commenting and more
Continuum expands with 3 adviser hires
Expanding Plymouth-based Financial Planner Continuum has recruited three new advisers, including two Financial Planners. The firm says the additions push its number of advisers up to 57 – a 14% increase since the start of the year. The firm has seen steady growth in assets and revenue with assets under influence up 40% year on […]
Progeny shifts investment focus towards ESG
Expanding Financial Planning firm Progeny has pledged to place ESG at the heart of its business and will aim ensure that all its investment managers undertake ESG qualifications. Sarika Dhanjal, head of training and competence at Progeny, told Financial Planning Today that ESG is one of the core focuses for her team who are also […]