The two remaining directors of Woodford Investment Management received a total of £510,250 in salaries for the year ended 31 March 2021. Neil Woodford and Craig Newman kept drawing the salaries despite having no money to manage. According to Woodford Investment Management’s end of year accounts the two also incurred social security costs of £119,204 […]
Archives for January 2022
Your Guide to GAAP: Generally Accepted Accounting Principles
When it comes to accounting, you must follow certain rules for recordkeeping or tax reporting. Otherwise, you may wind up making mistakes and costing your company money—and nobody wants that. Many businesses must follow a set of accounting guidelines called GAAP. But, what is GAAP exactly? And, how do you know if you have to […]
Higher earners may owe more to Uncle Sam for 2022, even without tax increases
#FA Success Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships, With Melanie Milam
Welcome back to the 262nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Melanie Milam. Melanie is the founder of Gateway Financial Partners, a hybrid financial advisory firm based in Midland, Texas, that oversees $150 million of assets for 110 client households. What’s unique about Melanie, though, is her approach […]
Kingswood completes “milestone” asset manager acquisition
Fast-growing wealth manager and Financial Planner Kingswood has completed the acquisition of asset manager and IFA the IBOSS Group less than two months after announcing the deal. Kingswood has hailed the deal as a “milestone” acquisition for the firm. It completed the acquisition of Metnor Holdings, the holding company for IBOSS Asset Management (IBOSS) and […]
Kingswood completes “milestone” asset manager acquisition
Fast-growing wealth manager and Financial Planner Kingswood has completed the acquisition of asset manager and IFA the IBOSS Group less than two months after announcing the deal. Kingswood has hailed the deal as a “milestone” acquisition for the firm. It completed the acquisition of Metnor Holdings, the holding company for IBOSS Asset Management (IBOSS) and […]
The Latest In Financial #AdvisorTech (January 2022)
Welcome to the January 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! In this month’s edition, we look back at the four major trends underway in the financial […]
The Latest In Financial #AdvisorTech (January 2022)
Welcome to the January 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! In this month’s edition, we look back at the four major trends underway in the financial […]