Industry platform veteran Bill Vasilieff, the founder and former chief executive of platform Novia Financial, has joined investment consultancy and fintech firm Multrees as a non-executive director. {loadposition hidden2} Mr Vasilieff led the sale of Novia recently to private equity firm AnaCap Financial Partners. At the time of its sale Novia had assets of £9bn […]
Archives for 2021
Novia founder joins Multrees after platform’s sale
Industry platform veteran Bill Vasilieff, the founder and former chief executive of platform Novia Financial, has joined investment consultancy and fintech firm Multrees as a non-executive director. {loadposition hidden2} Mr Vasilieff led the sale of Novia recently to private equity firm AnaCap Financial Partners. At the time of its sale Novia had assets of £9bn […]
Why Making Retirement (Or Other Financial) Decisions Based On Happiness Studies May Not Be A Good Idea
“Happiness” is highly valued in our society, and the “pursuit of Happiness” as an ideal is even embedded within the U.S. Declaration of Independence. However, “happiness” can mean different things in different contexts. In a very broad sense, the term may align with something along the lines of Aristotle’s “eudaimonia” that was meant to refer […]
Fidelity to hire 9,000 workers across U.S. amid trading boom
Ex-Wells Fargo VP fights SEC on fake accounts — with silence
Have Business Debt Consolidation on the Brain? Find Out If It’s Right for Your Company
Let’s face it: Juggling multiple loan or credit payments can be a burden. But if bootstrapping your business isn’t an option, it might be necessary to make your entrepreneurial dream come true. One way to limit multiple monthly payments is through business debt consolidation. But before you start daydreaming about what consolidation can do for […]
Openwork relaunches women in financial services conference
The Openwork Partnership, one of the UK’s largest financial advice networks, has relaunched its annual women in financial services conference as the network restarts face to face events. The third Inspiring Women in Financial Services event will be held at The Grand Hotel in Birmingham on 17 September. Attendees from across The Openwork Partnership will […]
Openwork relaunches women in financial services conference
The Openwork Partnership, one of the UK’s largest financial advice networks, has relaunched its annual women in financial services conference as the network restarts face to face events. The third Inspiring Women in Financial Services event will be held at The Grand Hotel in Birmingham on 17 September. Attendees from across The Openwork Partnership will […]
#FA Success Ep 244: Taking A ‘Financial Gym’ Approach To Financial Coaching For Next-Generation Clients, With Shannon McLay
Welcome back to the 244th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shannon McLay. Shannon is the founder of The Financial Gym, which offers financial coaching services on a monthly subscription basis to about 3,500 Millennial and Gen-Z clients. What’s unique about Shannon, though, is that, while her coaches […]
#FA Success Ep 244: Taking A ‘Financial Gym’ Approach To Financial Coaching For Next-Generation Clients, With Shannon McLay
Welcome back to the 244th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shannon McLay. Shannon is the founder of The Financial Gym, which offers financial coaching services on a monthly subscription basis to about 3,500 Millennial and Gen-Z clients. What’s unique about Shannon, though, is that, while her coaches […]