Financial advisors have many ways to add value to clients’ investment portfolios, from selecting an appropriate asset allocation to rebalancing when appropriate. However, because the investor ultimately only gets to spend what they can keep after taxes, another important way advisors can add value to a portfolio is to improve its tax efficiency; after all, […]
Archives for March 2022
Budget drop! Key takeaways for your small business
There we have it – the federal budget for 2022 has dropped and we can now get a clear view of what this means for small and medium businesses in Australia. While replete with election winning tactics and dangled carrots, time will tell how this ‘Labor style’ budget will play out. Who won? Who lost? […]
Budget drop! Key takeaways for your small business
There we have it – the federal budget for 2022 has dropped and we can now get a clear view of what this means for small and medium businesses in Australia. While replete with election winning tactics and dangled carrots, time will tell how this ‘Labor style’ budget will play out. Who won? Who lost? […]
Goldman Sachs buys retirement wealthtech NextCapital
What Is an Income Statement?
Quick: Off the top of your head, how much money is your business bringing in? How much are you spending? At some point, investors, lenders, and (cough) you will need to know. But don’t panic when someone asks about your company’s revenue and expenses. Just whip out your income statement. What is an income statement, […]
#FA Success Ep 274: Succession Planning Vs Continuity Planning In A Seller’s Market, With Maria King
Welcome back to the 274th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Maria King. Maria is the co-founder of Transcend PM, a practice management consulting and coaching firm based in Concord, Massachusetts. What’s unique about Maria, though, is how she not only helps advisors with hiring and compensation plans […]
New owner for Nucleus months after being sold
Private equity investment firm HPS Investment Partners has purchased a majority stake in adviser platform Nucleus for an undisclosed sum. The move comes less than a year after Nucleus was sold to Epiris-owned rival platform James Hay for £145m in an all-cash deal. Private-equity firm Epris will retain a “significant minority stake” in Nucleus. Epris […]
2 Acumen Planners join parent company board
Rhian Morgan and Kevin Mackenzie of Acumen Financial Planning have joined the board of parent company The Financial Planning Group. The pair of Financial Planners have worked at Acumen for 17 and 14 years respectively. Ms Morgan has worked in the Acumen Financial Planning division since she joined as a graduate in 2005 and is […]
Surge in cyber incidents reported to FCA
Cyber security incident reports to the Financial Conduct Authority (FCA) rose 52% in 2021, with 116 reports received. A third of the incidents reported may have resulted in confidentiality of company or personal data being compromised. All regulated firms must notify the FCA if they suffer a material cyber incident. The FCA deems an incident […]
