Archives for July 2022
Advisors should talk to serious couples about spousal IRAs
Weekend Reading For Financial Planners (July 30-31)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a survey indicating that while about 70% of advisors overall feel successful, those who charge fees (and enjoy the stability that recurring fees provide) tend to feel more successful than those who rely on less-stable commissions, with the […]
Hartley Pensions goes into administration
Troubled SIPP firm Hartley Pensions Limited has gone into administration today. The firm provided thousands of SIPPs and also provides administration for a small number of Small Self-Administered Schemes (SSAS), regulated by the Pensions Regulator. Today (29 July) the directors of Hartley Pensions placed the firm into administration at the request of the FCA, and […]
Rich Wall Streeters face shock tax hike while rest of wealthy escape higher levies
Rich Wall Streeters face shock tax hike while rest of wealthy escape higher levies
Investec to acquire Edinburgh wealth adviser
Investec Wealth & Investment is to acquire Edinburgh wealth manager and Financial Planner Murray Asset Management for an undisclosed sum. Murray Asset Management’s 20 staff will transfer to Investec Wealth & Investment. Murray provides a variety of wealth management services to clients including retirement planning and investment advice. Investec Wealth & Investment announced earlier this week […]
New head for Abrdn advice arm in shake-up
Abrdn has appointed a new head for its advice arm with existing CEO Caroline Connellan stepping down after less than a year in the role. Richard Wilson, CEO at Interactive Investor (ii) – which has been acquired by Abrdn for £1.49bn – will take on an expanded role as CEO of Abrdn’s Personal Vector advice […]
How 5 advisors are tackling recession news
Keeping It in the Family: How to Start a Family Business
It wouldn’t be an understatement to say that family-owned business is synonymous with American business. Eighty-seven percent of American businesses are family owned. You read that right: 87%. That means that family-owned businesses employ a huge portion of the U.S. workforce—62% to be exact. And to top things off, family-owned businesses make up 64% of […]