Fixed income investments are an important component in a portfolio because of their ability to cushion against equity market losses. However, when it comes to abundant returns, fixed income holdings have not had much luck during the low-interest-rate environment of the past few years. Accordingly, those seeking higher returns from their bond holdings have had […]
Archives for 2021
Business Update – 8 December 2021
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. Queensland Border Reopening Requirements The Queensland border will open at 1 am on 13 December, earlier than expected. Fully vaccinated people from declared “hotspots” – that includes NSW, Victoria and South Australia- will be […]
The ESG conversation is heating up. Here are the top ESG trends to track next year
Gain the Accounting Skills All Entrepreneurs Need
If you don’t have an accountant on staff, it’s essential that you have accounting skills to help your business.
SJP sees 1000th Planner gain Chartered status
Wealth manager St James’s Place has seen 1,000 team members achieve Chartered Financial Planner status. Molly O’Donnell, aged 26, is the latest to achieve a CII Level 6 Advanced Diploma in Financial Planning. A former law graduate, she joined SJP via its Academy. After graduating in 2018 she joined Fortress Wealth Partnership in London as […]
#FA Success Ep 258: Learning Advice Before Getting Clients: The Future Of Financial Advisor Career Tracks, With Joseph Pitzl
Welcome back to the 258th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Joseph Pitzl. Joe is the founder of Pitzl Financial, an independent RIA based in the Minneapolis area that oversees nearly $270 million of assets for almost 270 client households. What’s unique about Joe, though, is his unique […]
FBT Implications of Christmas Parties
It’s that time of the year again! As we approach the end of the year, many businesses host Christmas parties and give gifts to their employees as appreciation for a year of hard work. However, some business leaders don’t understand the fringe benefits tax (FBT) implications of such. In order to avoid significant costs […]
Morgan Stanley prevails over late client’s daughter seeking $3.6M
Covid variants a key threat in 2022 say advisers
Two in three advisers say that Covid-19 variants, including the Omicron variant, present the biggest threat to business in 2022. Investment manager Quilter Investors surveyed nearly 300 advisers about 2022 prospects and found two thirds (66%) saw new variants and slow global vaccination as the biggest concern for markets in next year. A further 19% […]
The Latest In Financial #AdvisorTech (December 2021)
Welcome to the December 2021 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the big news that Halo Investing has raised a $100M […]