Archives for February 2022
How Choosing A Niche Can Help Financial Advisors Conquer The 3 B’s Of Marketing Differentiation
For many financial advisors, marketing themselves is often a challenge because the primary service they offer – providing clients with advice – and how they offer it are invisible and intangible. Which means that prospective clients can’t always make a fair evaluation when they are limited to assessing only the look and feel of the […]
5 Finance Tools High-Growth Companies Need to Scale
Attend this free webinar to uncover the best tools and practices for finance teams during hypergrowth.
Third of savers concerned over pension rule changes
A third of UK pension savers are concerned about the constant tinkering with retirement rules by governments and regulators, according to a new report. Three in ten said constantly changing rules made them nervous. Investment volatility was also an issue for a quarter of the savers surveyed. Potential lifetime allowance breaches were a concern for […]
Third of savers concerned over pension rule changes
A third of UK pension savers are concerned about the constant tinkering with retirement rules by governments and regulators, according to a new report. Three in ten said constantly changing rules made them nervous. Investment volatility was also an issue for a quarter of the savers surveyed. Potential lifetime allowance breaches were a concern for […]
PFS members call for return of CEO role
Personal Finance Society members want the CEO role – held by Keith Richards until the position was axed last year – to be reinstated, according to the results of a major CII / PFS membership consultation. However while members want the PFS leader role reinstated they want the PFS and CII to remain one organisation […]
‘Friendly’ brokerage’s supervisory failures cost clients $2.3M, Galvin says
Wells Fargo, Raymond James, Baird; plus new scholarships program, and an advisor sentenced for fraud and lying to a church
Weekend Reading for Financial Planners (Feb 26-27)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the release of the IRS’s long-awaited SECURE Act regulations, which clear up many questions advisors had about how the law’s provisions will apply to IRA beneficiaries after the original owner’s death in numerous scenarios (such as what to […]
Financial Planner sees boom in younger clients
The pandemic has resulted in a boom in younger clients signing up for Financial Planning services, according to Plymouth-based national Financial Planner Continuum. Continuum says client data reveals that the pandemic has spurred rapid growth in younger generations coming to the firm. One in five clients are now under 40, a significant shift since the […]