Maven Wealth has appointed experienced Financial Planner Gareth Tregidon as CEO and rebranded to Nugenis Financial Planning. Maven is the Welsh regional office of Financial Planning group Independent Wealth Planners. Maven is rebranding follow a legal challenge over the name. Mr Tregidon was previously interim CEO and head of Financial Planning at the firm. He […]
Archives for May 2022
Bank of England increases base rate to 1%
The Bank of England has today increased its base rate by 25 basis points from 0.75% to 1%. The move was widely tipped by experts and is seen as an attempt to curtail soaring inflation, which hit 7% in March (CPI rate). The move means that interest rates are at their highest level since 2009. {loadposition hidden2} […]
Kitces & Carl Ep 85: Building Your (Local) Brand With PR That Actually Works
Traditionally, advisors have relied on client referrals and networking to attract potential clients, but with modern technology and an increase in publicity mediums available, advisors have many more options to build a brand to represent themselves. However, with more available methods to choose from, advisors are increasingly challenged to find the ones that are most […]
Business Update – 5 May 2022
Welcome back to our Weekly Digest. Read on for the latest updates and some ideas to help us all move forward. More Australians turning away from home ownership A new study suggests that younger Australians are choosing to invest their money in stocks over buying a home. Around 43 percent said they would choose […]
What do rising interest rates mean for your business?
In case you’ve been on safari or an extended sailing trip, you’ve probably heard that on Tuesday 3 May 2022, the Reserve Bank of Australia (RBA) raised the benchmark interest rate to 0.35 percent—up from a record low of 0.1 percent. With the last interest rate rise being in 2007, this is news indeed. We’ve […]
What do rising interest rates mean for your business?
In case you’ve been on safari or an extended sailing trip, you’ve probably heard that on Tuesday 3 May 2022, the Reserve Bank of Australia (RBA) raised the benchmark interest rate to 0.35 percent—up from a record low of 0.1 percent. With the last interest rate rise being in 2007, this is news indeed. We’ve […]
The vital role of financial advisors in stopping fraud and elder abuse
Questions, Not Answers: Conversations For Advisors To Navigate Clients’ Anxiety Around Change
Financial advisory clients are bound to experience stressful conditions that can impact their finances at some point during their relationship with their advisor. From market downturns to geopolitical shocks, there are many potential external factors that might make a client nervous about their financial situation. What’s more, the stories individuals tell themselves can lead to […]
One Four Nine launches talent development plan
Financial Planning firm One Four Nine has launched a new “culture and talent strategy” to develop the careers of its workforce, particularly among acquired firms. One Four Nine launched in late 2021 and has already acquired three Financial Planning firms. The firm said it expects to make a number of additional acquisitions this year, prompting the […]
One Four Nine launches talent development plan
Financial Planning firm One Four Nine has launched a new “culture and talent strategy” to develop the careers of its workforce, particularly among acquired firms. One Four Nine launched in late 2021 and has already acquired three Financial Planning firms. The firm said it expects to make a number of additional acquisitions this year, prompting the […]