Welcome back to the 266th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jim Gold. Jim is the CEO and Co-founder of Steward Partners Global Advisory, an independent advisory firm that supports nearly 180 financial advisors managing more than $16B of assets under management and serving close to 10,000 client […]
Archives for February 2022
FCA staff vote to support industrial action
Staff at the Financial Conduct Authority (FCA) have voted to support industrial action against the regulator. Staff at the FCA voted last week on taking action over concerns about cost-cutting at the regulator. The ballot closed on Monday with 87% of staff voting yes on the industrial action ballot. Tensions continue to build between staff […]
Over-55s turn to equity release to meet daily living costs
Larger number of UK equity release customers are using the funds to support the cost of day-to-day living, according to a new report. Almost a fifth (19%) of customers used equity release for this purpose in 2021. It is the first time it has entered the top three reasons for releasing equity, according to the […]