Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow. The Glasgow-based ESG expert says her consultancy will offer advice and help to IFA firms looking for bolster their ESG offering. Her firm, Overstory Finance, is an […]
Archives for October 2021
Learn Accounting From a CFA
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Addepar opens its wallet to buy trading and rebalancing wealthtech AdvisorPeak
Addepar opens its wallet to buy trading and rebalancing wealthtech AdvisorPeak
Fed up with ‘disappearing’ teams, ex-private bank advisors open $5B RIA
Weekend Reading for Financial Planners (Oct 23-24)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with Charles Schwab CEO Walt Bettinger’s comments at this week’s virtual Schwab IMPACT conference that direct indexing is a ‘freight train’ that is coming for the mutual fund and ETF industry and that advisors can survive and thrive by […]
Weekend Reading for Financial Planners (Oct 23-24)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with Charles Schwab CEO Walt Bettinger’s comments at this week’s virtual Schwab IMPACT conference that direct indexing is a ‘freight train’ that is coming for the mutual fund and ETF industry and that advisors can survive and thrive by […]
Editor’s Column: A different kind of regulator? Hopefully…
Quietly and gradually the FCA is changing and not before time. There have been a few signs of this in the past few weeks and months and let’s hope the change is lasting and continuous. One sign of modernisation came this week with the FCA launching services on TikTok and YouTube to warn younger investors about the […]
