Whilst the latest data from the Office for National Statistics (ONS) shows auto-enrolment has boosted workplace pension participation, it has also shown that most are not saving enough for retirement, according to Financial Planners. The workplace pension participation rate was 79% in April 2021, the most recent data available from the ONS. This means that […]
Archives for April 2022
FCA diversity disclosure rules come into force
The Financial Conduct Authority has finalised new rules requiring listed firms to disclose progress against diversity targets. The rules will apply to listed companies for financial accounting periods starting from 1 April. The rules require listed companies to report information and disclose against targets on the representation of women and ethnic minorities on their boards […]
Pershing takes in $18B in net new assets; revenue, fees fall
Rethinking Cyber-Defense Strategies in the Public-Cloud Age
Exploring what’s next for public-cloud security, including top risks and how to implement better risk management.
Protect Your Executives’ Cybersecurity Amidst Global Cyberwar
In this time of unprecedented cyberwar, organizations must protect the personal digital lives of their executives in order to reduce the company’s risk of direct or collateral damage.
The Quintessential Starting a Business Checklist for New Entrepreneurs
Caught the entrepreneurship bug? Congratulations—it’s likely an exciting time for you! You have ideas, plans, and goals to accomplish. But, starting a business can also be a little overwhelming if you don’t have existing knowledge of what you need legally. Check out this starting a business checklist to plan out everything you need to know […]
SPW partners with charity to boost financial resilience
Schroders Personal Wealth (SPW), the Financial Planning joint venture run by Schroders and Lloyds Bank, has partnered with charity Groundwork to create a tailored financial training programme. The Money Mentor programme will upskill Groundwork employees to help boost the financial resilience of those they support. Groundwork works with some of the UK’s most disadvantaged communities […]
SPW partners with charity to boost financial resilience
Schroders Personal Wealth (SPW), the Financial Planning joint venture run by Schroders and Lloyds Bank, has partnered with charity Groundwork to create a tailored financial training programme. The Money Mentor programme will upskill Groundwork employees to help boost the financial resilience of those they support. Groundwork works with some of the UK’s most disadvantaged communities […]
SPW partners with charity to boost financial resilience
Schroders Personal Wealth (SPW), the Financial Planning joint venture run by Schroders and Lloyds Bank, has partnered with charity Groundwork to create a tailored financial training programme. The Money Mentor programme will upskill Groundwork employees to help boost the financial resilience of those they support. Groundwork works with some of the UK’s most disadvantaged communities […]
#FA Success Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele, With Lauren Oschman
Welcome back to the 277th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Lauren Oschman. Lauren is the CEO of Vestia Personal Wealth Advisors, an independent RIA based in Nashville, Tennessee, that oversees $600 million in assets for nearly 500 client households. What’s unique about Lauren, though, is how she […]