SIPP provider iPensions is expanding into the direct-to-consumer pension market with the launch of iSIPP, a digital consolidator for UK and international clients. iPensions Group says the service is designed to provide UK and international customers with a way to consolidate their pension funds. The pension consolidation market has grown rapidly in recent years. Customers […]
Archives for 2021
What Are Implicit vs. Explicit Costs, and How Can They Impact Your Profit?
When it comes to your business, one of your main goals (if not your biggest goal) is to make a profit. And to find profit, you may need to look at explicit and implicit costs. But, what exactly are these costs? And, what’s the difference between implicit vs. explicit costs? It’s time for your implicit […]
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 […]
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 […]