Archives for June 2022
Twenty7Tec enters wealth market with Finplan acquisition
Tech firm Twenty7Tec has acquired Bluecoat Software, the owner of wealth and mortgage CRM solution FinPlan, for an undisclosed sum. FinPlan’s back office software is used by over 300 advisory firms. As part of the deal Mark Skelding, founder of Bluecoat Software will join Twenty7Tec’s board as a non-executive director. FinPlan will be integrated with […]
Twenty7Tec enters wealth market with Finplan acquisition
Tech firm Twenty7Tec has acquired Bluecoat Software, the owner of wealth and mortgage CRM solution FinPlan, for an undisclosed sum. FinPlan’s back office software is used by over 300 advisory firms. As part of the deal Mark Skelding, founder of Bluecoat Software will join Twenty7Tec’s board as a non-executive director. FinPlan will be integrated with […]
Twenty7Tec enters wealth market with Finplan acquisition
Tech firm Twenty7Tec has acquired Bluecoat Software, the owner of wealth and mortgage CRM solution FinPlan, for an undisclosed sum. FinPlan’s back office software is used by over 300 advisory firms. As part of the deal Mark Skelding, founder of Bluecoat Software will join Twenty7Tec’s board as a non-executive director. FinPlan will be integrated with […]
#FA Success Ep 285: Fast-Tracking Growth As A Career Changer With A High-Touch Service To Your Prior Profession, With Ryan Townsley
Welcome back to the 285th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ryan Townsley. Ryan is the founder of Town Capital, an independent RIA based in Bel Air, Maryland, that oversees nearly $50 million in AUM for 65 client households. What’s unique about Ryan, though, is how he spent […]
#FA Success Ep 285: Fast-Tracking Growth As A Career Changer With A High-Touch Service To Your Prior Profession, With Ryan Townsley
Welcome back to the 285th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ryan Townsley. Ryan is the founder of Town Capital, an independent RIA based in Bel Air, Maryland, that oversees nearly $50 million in AUM for 65 client households. What’s unique about Ryan, though, is how he spent […]
Voice: Millennials and Gen Z are fed up with ESG
Tax dates for your diary till 31 December 2022
EOFY 2022 is coming up fast which means tax time is looming… If you’re a business owner, the ATO requires entities of all sizes to file their tax documentation before 30 June 2022. This means you need to start getting your ducks in a row now. As you may well be aware, each financial year […]
Tax dates for your diary till 31 December 2022
EOFY 2022 is coming up fast which means tax time is looming… If you’re a business owner, the ATO requires entities of all sizes to file their tax documentation before 30 June 2022. This means you need to start getting your ducks in a row now. As you may well be aware, each financial year […]
Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts
Communication is one of the most important skills for a financial advisor. While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations. Many advisors are […]