Archives for 2021
LPL Financial, Baird, an FPA major award, Riskalyze integration and more
Weekend Reading for Financial Planners (Sept 11-12)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a look at the latest SEC initiative on the ‘gamification’ of investing (e.g., Robinhood) to the use of behavioral nudges (e.g., certain robo-advisors), with a new warning that it will be delving deeper into the “digital engagement practices” […]
Alex. Brown gains two advisory offices worth $1B
Editor’s Column: A new social care or a tax nightmare?
I have to confess to being in two minds about the key announcement from the Government this week about the rise in National Insurance and dividend taxation, ostensibly to pay for social care. It’s easy to condemn the changes, and many have, but I believe there may be some positive aspect to the changes which experts […]
Curtis Banks supports Pension Awareness Live
SIPP provider Curtis Banks is backing this year’s Pension Awareness Live 2021 campaign. The week-long campaign, which has been marked each year since 2014, supports Pension Awareness Day which is on 15 September this year. Curtis Banks says that the campaign encourages better financial education and awareness and helps people feel more confident about their pension […]
PIMFA to launch ESG Academy for wealth managers
Wealth management trade body PIMFA is to launch an online ESG training platform for wealth managers. The PIMFA ESG Academy for Wealth Managers officially launches on 28 September. It is CPD-accredited and will offer online training for free to PIMFA members. The content has been specifically designed for wealth managers. The new academy has been launched in […]
PIMFA to launch ESG Academy for wealth managers
Wealth management trade body PIMFA is to launch an online ESG training platform for wealth managers. The PIMFA ESG Academy for Wealth Managers officially launches on 28 September. It is CPD-accredited and will offer online training for free to PIMFA members. The content has been specifically designed for wealth managers. The new academy has been launched in […]
Adviser network supports suicide prevention guide
Adviser network Sesame Bankhall Group is supporting publication of a new guide which will help support advisers talking about suicide-related issues with their clients. The publication has been timed for today which is World Suicide Prevention Day. The guide was developed by Action for Suicide Prevention in Insurance (ASPiiN), a voluntary group of individuals working […]
Planners comment on dip in over 50s employment
Employment rates for people between 50 and 64 have fallen slightly, according to a report released by the Government, but many industry experts and leading Financial Planners expect this to be a ‘blip.’ Over the past year, the employment rate of people aged between 50 and 64 years has fallen from 72.1% in 2020 to […]