Nearly three-quarters of business owners are dealing with rising costs of supplies. To help you pay for higher-than-normal supply prices, you might need to use credit for projects until you get paid. One alternative to racking up liabilities? You can ask customers for an upfront payment. Read on to learn: What is an upfront payment? […]
Archives for July 2022
FCA hires 6 new directors and 500 staff
The Financial Conduct Authority has appointed six new senior directors and added 500 new staff since the beginning of the year. The news comes as the Unite trade union, currently involved in a dispute with the FCA, has claimed that 1,000 staff have left the FCA since Nikhil Rathi took over as CEO in […]
#FA Success Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor, With Patrick Kilbane
Welcome back to the 288th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Patrick Kilbane. Patrick is a Partner and the Director of the Divorce Advisory Group for Ullmann Wealth Partners, an independent RIA based in Jacksonville Beach, Florida, that oversees $800 million in assets under management for 350 client […]
Winning and keeping lifelong client friendships
Customer loyalty is critical to most small businesses. We all know it’s far more costly to attract new clients than to hold onto an existing one. But did you also know that you only have to increase your retention rates by 5% to boost your profits by 95%? Accredited Reckon partner and business owner, Sylvia […]
Winning and keeping lifelong client friendships
Customer loyalty is critical to most small businesses. We all know it’s far more costly to attract new clients than to hold onto an existing one. But did you also know that you only have to increase your retention rates by 5% to boost your profits by 95%? Accredited Reckon partner and business owner, Sylvia […]
Barclays UK CEO to chair MAPS advisory group
The CEO of Barclays UK, Matt Hammerstein, has become the new chairman of the Money and Pensions Service’s Advisory Group, taking over from Vim Maru, who steps down after two years in the role. The Advisory Group was established in May 2020 and ensures that MAPS – the government-backed personal finance guidance body – […]
Barclays UK CEO to chair MAPS advisory group
The CEO of Barclays UK, Matt Hammerstein, has become the new chairman of the Money and Pensions Service’s Advisory Group, taking over from Vim Maru, who steps down after two years in the role. The Advisory Group was established in May 2020 and ensures that MAPS – the government-backed personal finance guidance body – […]
Warning over under-35s having ‘too many’ pensions
Over a quarter of younger people (28%) aged under-35 have three or more pensions, according to research by Hargreaves Lansdown which warns that some could lose track of their retirement goals. A survey of 1,000 people carried out for HL by Opinium in April found that 35% of the under 35s already have three or more […]
The Latest In Financial #AdvisorTech (July 2022)
Welcome to the July 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the big news that Charles Schwab agreed to pay a […]
