Archives for July 2022
Advisors are ready to go all-in on AI. Here’s how it may change the industry.
Weekend Reading For Financial Planners (July 2-3)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIAs experienced growth across a range of metrics in 2021, from the number of SEC-registered firms (up 6.7%), to assets under management (up 16.7%) and clients (up 6.4%). Combined with shrinking numbers of broker-dealers and […]
Weekend Reading For Financial Planners (July 2-3)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIAs experienced growth across a range of metrics in 2021, from the number of SEC-registered firms (up 6.7%), to assets under management (up 16.7%) and clients (up 6.4%). Combined with shrinking numbers of broker-dealers and […]
Grayscale sues SEC for rejecting its spot Bitcoin ETF
Editor’s Comment: Thank you Mr Sunak
The Chancellor has inadvertently gifted Financial Planners an almost unending stream of frazzled new clients by freezing the tax thresholds, if the latest HMRC data and some fresh predictions on the number of higher rate taxpayers are anything to go by. It’s worth looking back first and I can recall some years ago regularly […]
Editor’s Comment: Thank you Mr Sunak
The Chancellor has inadvertently gifted Financial Planners an almost unending stream of frazzled new clients by freezing the tax thresholds, if the latest HMRC data and some fresh predictions on the number of higher rate taxpayers are anything to go by. It’s worth looking back first and I can recall some years ago regularly […]
45% say advisers ‘key source’ for financial advice
Nearly half of consumers would turn to regulated financial advisers when seeking financial advice, according to a new wealth report. The report for M&G Wealth found that 45% of people would be happy to seek help on money matters from a financial adviser. The research suggests that despite some recent reports, financial advisers remain popular […]
1 in 5 could pay higher rate tax in 3 years – prediction
The number of higher rate taxpayers has soared by nearly 2m to 6.14m since the last election and could soar by a further 3m by 2025, according to a former Pensions Minister. The increase since 2019 – revealed in latest HMRC figures – has been called “stunning” by LCP pensions consultant and former Pensions Minister […]
Chartered Financial Planner joins Continuum
National adviser firm Continuum has recruited Chartered Financial Planner Simon Hewitt to help spur its growth plans. Mr Hewitt has worked in most areas of Financial Planning but specialises in estate planning and tax planning. He operates from Wimbledon in South West London as well as in North Wales due to family connections in the […]