Celtic Financial Planning has added Chartered Financial Planner Victoria Nabarro to its London team in Canary Wharf. She specializes in ethical investment, ultra-high-net-worth clients, and working with female investors. Ms Nabarro became one of the youngest women to ever qualify for Chartered Financial Planner status at just 24 years of age. She started her career […]
Archives for November 2021
Celtic adds Chartered Planner to London team
Celtic Financial Planning has added Chartered Financial Planner Victoria Nabarro to its London team in Canary Wharf. She specializes in ethical investment, ultra-high-net-worth clients, and working with female investors. Ms Nabarro became one of the youngest women to ever qualify for Chartered Financial Planner status at just 24 years of age. She started her career […]
#FA Success Ep 255: Using An Advice-Only Approach To Quickly Grow With DIY Validators, With Cody Garrett
Welcome back to the 255th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Cody Garrett. Cody is the founder of Measure Twice Financial, an independent RIA based in Houston, Texas, who has managed to quickly grow to nearly $150,000/year in annualized financial planning fees in barely more than 6 months […]
#FA Success Ep 255: Using An Advice-Only Approach To Quickly Grow With DIY Validators, With Cody Garrett
Welcome back to the 255th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Cody Garrett. Cody is the founder of Measure Twice Financial, an independent RIA based in Houston, Texas, who has managed to quickly grow to nearly $150,000/year in annualized financial planning fees in barely more than 6 months […]
The 11 ‘Best’ Financial Advisor Conferences To Choose From In 2022
The COVID-19 pandemic has forced a number of dramatic changes for the typical financial advisor, who suddenly found themselves meeting with all their clients virtually, managing their entire team virtually… and trying – usually unsuccessfully – to network with other financial advisors at virtual conferences. As in the end, while the transition to Zoom-based conferences […]
The 11 ‘Best’ Financial Advisor Conferences To Choose From In 2022
The COVID-19 pandemic has forced a number of dramatic changes for the typical financial advisor, who suddenly found themselves meeting with all their clients virtually, managing their entire team virtually… and trying – usually unsuccessfully – to network with other financial advisors at virtual conferences. As in the end, while the transition to Zoom-based conferences […]
Quilter gets go ahead for business sale
Wealth manager and Financial Planner Quilter has received regulatory approval for the sale of its international business to Utmost Group. Utmost is expected to complete the £480m deal on 30 November. The deal was announced in April as Quilter began a process to refocus its business. Quilter said it expected gross cash proceeds from the […]
Quilter gets go ahead for business sale
Wealth manager and Financial Planner Quilter has received regulatory approval for the sale of its international business to Utmost Group. Utmost is expected to complete the £480m deal on 30 November. The deal was announced in April as Quilter began a process to refocus its business. Quilter said it expected gross cash proceeds from the […]
Weekend Reading for Financial Planners (Nov 13-14)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a report from NASAA finding that the SEC’s Regulation Best Interest rule that took effect on June 30, 2020, has so far failed to achieve its stated goals of requiring broker-dealers to act in their clients’ best interests […]
