Openwork Partnership, one of the UK’s biggest adviser networks, has recruited Frank Meere from NatWest to be its new chief operating officer. He brings more than 30 years’ experience in the financial services sector including a range of COO and general management positions with regional and global responsibilities. His most recent role was as head […]
Archives for 2021
Grantor Trust Estate Planning Strategies To Implement Before The Biden Tax Proposals Take Effect
Trusts have been used in estate planning for decades as a way for individuals to ensure that their assets are distributed according to their wishes after death. Not only do trusts give owners more flexibility to specify how their assets are distributed upon their death (relative to a simple Will, for example), but strategies using […]
Home Office Tax Deduction Available for Business Owners. Employees? Not So Lucky
Thanks to the COVID pandemic, 58% of employees sometimes or always work remotely now. Unfortunately for those employees, they can no longer claim the home office tax deduction (talk about an unlucky sequence of events). But lucky for you, you’re a business owner. And that means this tax deduction is still available. The home office […]
#FA Success Ep 249: Going Beyond Client Experience With Client Adventures To Drive Organic Growth, With Drew Waldron
Welcome back to the 249h episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Drew Waldron. Drew is the co-founder of Canvas Wealth Advisors, an RIA in Overland Park, KS that manages about $455 million for 150 client households. What’s unique about Drew, though, is the way he and his partner […]
Digital estate planning service for Planners launches
A new cloud-based platform to help advisers with estate planning has been launched this morning. Zenplans aims to help Financial Planners organise, maintain, securely store and selectively share client personal and financial estate planning information to help improve client engagement, kick-start conversations about further support and create opportunities to connect with the next generation. The […]
Digital estate planning service for Planners launches
A new cloud-based platform to help advisers with estate planning has been launched this morning. Zenplans aims to help Financial Planners organise, maintain, securely store and selectively share client personal and financial estate planning information to help improve client engagement, kick-start conversations about further support and create opportunities to connect with the next generation. The […]
