The Financial Conduct Authority (FCA) has given the green light for LV= to start the process for the firm to take steps towards de-mutualisation in the latest step in its sale to Bain Capital. The next step for LV= is calling a court hearing on the scheme of arrangement. Should the outcome of this hearing […]
Archives for 2021
FCA gives greenlight to LV= Bain Capital deal
The Financial Conduct Authority (FCA) has given the green light for LV= to start the process for the firm to take steps towards de-mutualisation in the latest step in its sale to Bain Capital. The next step for LV= is calling a court hearing on the scheme of arrangement. Should the outcome of this hearing […]
#FA Success Ep 252: Navigating The (Non-Linear) Growth Path To $100M Of AUM In Under 5 Years, With Kyle Moore
Welcome back to the 252nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kyle Moore. Kyle is the founder of Quarry Hill Advisors, an RIA in St. Paul, Minnesota, that oversees $165 million of assets under management for 137 households. What’s unique about Kyle, though, is that, while he’s been […]
SEC testimonial rule ignores the rise of online reviews
Using Asset-Map To Develop A (Gestalt) Visualization Of The Holistic Financial Plan
When preparing comprehensive financial plans, financial advisors must consider their clients’ entire financial situation, which consists of a variety of distinct components, ranging from investment account balances to diverse sources of cash flow to retirement goals and more. In isolation, each separate component might give a financial advisor only a certain limited perception about their […]
Pandemic boosts ‘rainy day’ savings but many still short
Nearly 48% of people have built up a bigger ‘rainy day’ fund during the pandemic to cover spending for up to six months – although 20% of people said their savings fell during the crisis. Lower spending during the pandemic enabled more people to boost their savings resilience, according to research. A survey by Investec revealed […]
PFS Fellow launches ESG consultancy for IFAs
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 […]
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