VitalityInvest has launched a new transfer service for advisers enabling them to consolidate clients’ investments on its platform. The VitalityInvest Smart Transfer Service aims to reduce the amount of time and effort spent transferring investments between providers. The new service provides advisers with a number of services including: A relationship manager to provide ongoing support Pre-transfer checks, including automatically detecting of Origo-linked transfers […]
Archives for January 2022
New Financial Planner joins Loch Fyne Financial
Glasgow wealth manager Loch Fyne Financial has hired experienced Certified Financial Planner Jackie Coyne as its newest adviser. Ms Coyne CFP will focus on providing wealth management to a growing list of clients. She has over 40 years experience in financial services and moved into the Financial Planning profession in 1998. {loadposition hidden2} Loch Fyne is […]
Continuum adds new Chartered Financial Planner
South West Chartered Financial Planner Curtis Netherway has joined national adviser firm Continuum. Mr Netherway began his advisory career with NatWest, later becoming an IFA. He will continue to work in and around his native Barnstaple, with clients throughout the South West. {loadposition hidden2} He said Continuum’s investment in technology and the ability to […]
17 graduates join 2022 Openwork trainee scheme
The Openwork Partnership, one of the UK’s largest adviser networks, has added 17 entrants to its 2022 graduate training scheme. The Class of 2022 graduates, who joined the company in October last year, are now moving into trainee consultant roles. They will also support the roll-out of The Openwork Partnership’s CRM system called ConcertHub. Openwork says […]
17 graduates join 2022 Openwork trainee scheme
The Openwork Partnership, one of the UK’s largest adviser networks, has added 17 entrants to its 2022 graduate training scheme. The Class of 2022 graduates, who joined the company in October last year, are now moving into trainee consultant roles. They will also support the roll-out of The Openwork Partnership’s CRM system called ConcertHub. Openwork says […]
Investment fraud scams rise by 42%
Investment fraud offences rose by 42% in the year to September 2021, according to the latest figures from Action Fraud. There were 22,372 offences reported in the year. There were a total of 5.1m fraud offences overall in the year to September, a rise of 36% from two years earlier, according to crime figures from […]
How to Calculate Current Assets in Accounting
When it comes to your business, keeping up with your finances is a must. And to know where you stand financially, understand how to calculate certain figures, like current assets. Get the scoop on how to calculate current assets for your business and how to use them to evaluate your company’s finances. What are current […]
British Steel-linked Planner declared in default
Channel One Financial Planning, one of the firms associated with claims linked to the British Steel Pension Scheme (BSPS), has been declared in default by the Financial Services Compensation Scheme. The move opens the door for claims against the failed firm which has gone into liquidation. Leeds-based Channel One Financial Planning also traded as Channel […]
Kitces & Carl Ep 78: Communicating Hard News To Clients (When You Plan To Relocate The Business)
When financial advisors are faced with the decision to relocate their firm to another state, there is often an immediate tendency for the advisor to worry about losing clients who signed on with the expectation of being able to meet with the advisor in person throughout the engagement. But in today’s environment, with the availability […]
Fintel back in the black as sales of non-core arms complete
Fintech and support services firm Fintel has returned to a positive net cash position with the proceeds of its sales of non-core arms completed in 2021. The firm reported a net debt of £19.4m in 2020. The fintech’s net cash position for the year ended 31 December was £2.5m, according to a trading update released […]