Barnett Waddingham, the pensions and professional services consultancy, has appointed seven new equity partners to bring its total number of partners to 93. In addition the firm has made 15 principal and 15 associate promotions across a range of business areas including advising trustees, employers, insurers and private clients. The firm says the promotions reflect […]
Archives for June 2022
BW appoints 7 partners as growth continues
Barnett Waddingham, the pensions and professional services consultancy, has appointed seven new equity partners to bring its total number of partners to 93. In addition the firm has made 15 principal and 15 associate promotions across a range of business areas including advising trustees, employers, insurers and private clients. The firm says the promotions reflect […]
BW appoints 7 partners as growth continues
Barnett Waddingham, the pensions and professional services consultancy, has appointed seven new equity partners to bring its total number of partners to 93. In addition the firm has made 15 principal and 15 associate promotions across a range of business areas including advising trustees, employers, insurers and private clients. The firm says the promotions reflect […]
Staying sane during tax time
It’s almost 1 July, you know what that means right? Tax time is looming, and it’s time to finalise your EOFY to hit the ground running. You’ll need to organise tax returns, refresh your business plan, balance your books, do a year in review, consult with your accountant, and ensure absolute compliance with the ATO. […]
BLX Internship and eMoney partner to get tech into the hands of Black and Latinx advisors early
Sole Proprietorship vs. LLC: What’s Best for Your Business?
You’ve finally come up with the perfect business. Now, it’s time to structure it. And if you’re torn between sole proprietorship vs. LLC (limited liability company) you might be wondering what business entity best fits your needs. What is the difference between sole proprietor and LLC? This guide will explain the differences and what they […]
PFS launches new guidance on later life Financial Planning
The Personal Finance Society has published new guidance for Financial Planners on how to engage with clients approaching later life and how to discuss care options in good time. The guide has been produced as part of the Chartered Insurance Institute’s Insuring Futures initiative and is being promoted during Carers’ Week (7 – 13 June). […]
PFS launches new guidance on later life Financial Planning
The Personal Finance Society has published new guidance for Financial Planners on how to engage with clients approaching later life and how to discuss care options in good time. The guide has been produced as part of the Chartered Insurance Institute’s Insuring Futures initiative and is being promoted during Carers’ Week (7 – 13 June). […]
PFS launches new guidance on later life Financial Planning
The Personal Finance Society has published new guidance for Financial Planners on how to engage with clients approaching later life and how to discuss care options in good time. The guide has been produced as part of the Chartered Insurance Institute’s Insuring Futures initiative and is being promoted during Carers’ Week (7 – 13 June). […]
#FA Success Ep 284: Sharing Centralized Resources To Create More Capacity And Scale For Advisors To Grow, With Andy Schwartz
Welcome back to the 284th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Andy Schwartz. Andy is a partner of Bleakley Financial Group, a hybrid advisory firm based in Fairfield, New Jersey that broke away from a major insurance company and in just a few years nearly tripled its size […]