Challenger bank Monzo is to launch an investments and wealth business. It wants to “redefine the way that people interact with investing and wealth”. The London-based digital bank has started recruiting for a general manager of investments, to build its new business as it looks to break into the wealth space. The ideal candidate, according […]
Archives for January 2022
Challenger bank Monzo to launch wealth business
Challenger bank Monzo is to launch an investments and wealth business. It wants to “redefine the way that people interact with investing and wealth”. The London-based digital bank has started recruiting for a general manager of investments, to build its new business as it looks to break into the wealth space. The ideal candidate, according […]
Wood, Buffett post similar 2-year gain with divergent strategies
5 Design Tips To Boost Trust And Credibility On Your Advisor Website
In recent years, the evolution in digital marketing for financial advisors has transformed advisor websites from a static, online version of the advisor’s sales brochure into a crucial part of the marketing funnel and a place where many visitors actually decide whether or not to become clients (or at least to contact the advisor about […]
5 Design Tips To Boost Trust And Credibility On Your Advisor Website
In recent years, the evolution in digital marketing for financial advisors has transformed advisor websites from a static, online version of the advisor’s sales brochure into a crucial part of the marketing funnel and a place where many visitors actually decide whether or not to become clients (or at least to contact the advisor about […]
Raymond James completes takeover of Charles Stanley
Wealth manager Raymond James has completed its £280m takeover of rival Charles Stanley. The listing of Charles Stanley shares on the London Stock Exchange was suspended on Friday. The acquisition, one of the largest in the wealth management sector, was announced in July with Raymond James agreeing to acquire the entire issued share capital of […]
Just 4 in 10 on track for retirement
Just four in ten retirement savers are on track to achieve the moderate level of income highlighted by the PLSA retirement income standards, according to a new report. Generation Z are least likely to be on track with their savings with only 17.7% on track to hit this target. Generation X are the best prepared […]
How the mindset of a D-1 football athlete translates into the business world
Credit Suisse Securities ordered to pay $9M for conflict of interest, customer protection violations
Weekend Reading for Financial Planners (Jan 22-23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that subscription-based advisory firm Facet Wealth has raised $100 million from venture capital firms in a Series C funding round. At a time when private equity firms are buying up AUM-based RIAs for their current income […]