As school students return to school, the Personal Finance Society has restarted its ‘My Personal Finance Skills’ programme which saw 18,000 students learn money skills over the past academic year. The PFS says the programme – aimed at 11-18 years old – will restart this month with PFS volunteers once again supporting the campaign. My Personal […]
Archives for 2021
Weekend Reading for Financial Planners (Sept 4-5)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a review of the latest Social Security trustees report, which shows the Social Security trust fund is set to deplete one year earlier than previously projected (2033), but 4 years further out than was feared (with original estimates […]
Raymond James, Kestra Financial, Cetera and other news of the week
The very rich already have a plan to escape Biden’s tax increase
Fund managers feel heat in SEC crackdown on overblown ESG labels
What Is a Separate Legal Entity? A Guide for Business Owners
When you open a business, you decide what business structure you want to have. And, that decision determines what the legal requirements are for your company. But, is your business a separate legal entity (SLE)? And, what is a separate legal entity? What is a separate legal entity of a company? So, what is the […]
Editor’s Column: Why old-fashioned financial values matter
In the race to rebrand, go digital, attract private equity, embrace artificial intelligence, adopt ESG all the other modern trends, it’s often forgotten that what really matters to most investors is for their provider or adviser to be around for the long term. I was reminded of this with a, to my mind, impressive story of […]
Editor’s Column: Why old-fashioned financial values matter
In the race to rebrand, go digital, attract private equity, embrace artificial intelligence, adopt ESG all the other modern trends, it’s often forgotten that what really matters to most investors is for their provider or adviser to be around for the long term. I was reminded of this with a, to my mind, impressive story of […]
Cirencester CEO to retire after 26 years at the helm
Cirencester Friendly chief executive office Paul Hudson is to retire from the firm after 25 years in the role. He will stand down from the income protection provider – which was founded in 1890 – in April 2023. The company, which serve individuals and financial advisers, has launched a search for his replacement. To provide […]
South African firm buys £150m UK Chartered Planner
One of South Africa’s biggest independent financial advisers AlphaWealth has entered the UK Financial Planning market by acquiring a majority stake in UK Chartered Financial Planner Holborn Financial and plans to acquire more firms. AlphaWealth has set up a new UK affiliate, Alpha UK Holdings, to acquire Wimbledon-based Chartered Financial Planner Holborn Financial. AlphaWealth is […]