Archives for 2021
Commonwealth, RBC, LPL Financial, breakaways and FPA cancels its conference
Editor’s Column: Why Planning is more than numbers
There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller. I was reminded of this fact, one which marks out Financial Planning as a distinct and different profession, with a story we’ve run this week. A survey, by the Personal Finance Society which polled 209 Financial […]
Lancs Financial Planner adds 20th team member
West Lancashire-based Acumen Financial Partnership has recruited Chartered Financial Planner Mike Moore as its 20th team member. Mr Moore joins the Burscough-based business after working for a Heswall IFA where he specialised in retirement advice. Angela Maher, managing director of Acumen which manages £300m of client investments, said: “Mike’s an experienced Chartered Financial Planner, who’s […]
Retirees cooling on European retirement post Brexit
Half of the over-50s planning to retire to Europe say they are reconsidering their plans due to Brexit. Pension savers over-50 say that Brexit is a bigger concern for them in terms of future plans than the pandemic. Many believe their dream of retiring to the continent is fading. Research from Canada Life found that half […]
Regulatory burden spurs £1.8m IFA firm sale
The owner of a Bucks IFA firms says the increasing regulatory burden is one of the key reasons behind the £1.8m sale of his firm to Mattioli Woods. Wealth manager and SIPP provider Mattioli Woods announced today that it has acquired Bucks IFA firm Richings Financial Management in a deal worth up to £1.8m. Richings […]
What Is Capital in Business, and How Does it Work?
Whether you’re a new startup or you’ve been in business for decades, your company needs capital to grow and thrive. And, having a solid understanding of capital and how it can benefit your company can help you regardless of what stage your business is in. So, what is capital? What is capital? So, what does […]
Kitces & Carl Ep 67: Setting A Personal Growth Goal When You Don’t Need More Revenue For Success
Although there have been some incremental shifts in recent years, the financial advice industry has traditionally (and remains) geared towards attracting individuals who thrive in a career where their earnings have the potential to increase depending on how hard they work. Viewed through the Maximizer/Satisficer lens that Barry Schwartz introduced in his book, “The Paradox […]
Third of Planners building ESG into fact finds
Just under a third (30%) of Financial Planners have reviewed their client fact finds to include questions about ESG preferences, according to a new report. According to Aegon’s 2021 Adviser Attitudes Report, 41% of Financial Planners have seen an increase in requests from clients about ESG products. Almost a quarter (22%) of Financial Planners had […]
Third of Planners building ESG into fact finds
Just under a third (30%) of Financial Planners have reviewed their client fact finds to include questions about ESG preferences, according to a new report. According to Aegon’s 2021 Adviser Attitudes Report, 41% of Financial Planners have seen an increase in requests from clients about ESG products. Almost a quarter (22%) of Financial Planners had […]