Archives for July 2022
Ever Wonder What Is Dropshipping? It Could Be Just What Your Business Needs
Starting a business comes with obstacles that may seem insurmountable. You have to get a storefront, buy and store inventory, and sell and ship that inventory if needed. But, you don’t have to stick to the old ways of doing business if you don’t want to. With a dropshipping business, you can bypass a lot […]
New: Financial Planning Today magazine latest issue
The latest issue of Financial Planning Today Magazine has just been published and you can view a preview by clicking the cover below. To ensure you receive every issue and get lots of extras sign up for our new £9.99 monthly digital subscription package (cancel anytime). See terms below. You can also upgrade to our Premium Subscription and […]
#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine
Welcome back to the 291st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Amy Irvine. Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. What’s unique about Amy, though, is how […]
The coveted ‘O’ word for advisors (no Wall Street boosts needed)
Driving a Business Strategy that Accomplishes the Owner’s Personal Goals
Join us for this free webinar to learn the right way to connect an owner’s personal financial goals to the strategy and direction of the business.
Announcing IAR CE From Kitces And The Mid-Year State Of The Blog
2022 was a year that began with high hopes as households were slowly re-emerging from pandemic shutdowns, markets were reaching new highs, and most advisory firms had growing momentum. Within just a few months, though, Omicron had led to another wave of at least partial shutdowns, inflation began to rear its ugly head in a […]
MPs brand NHS pension rules a national scandal
The cross-party Health and Social Care Committee has described pension tax rules a “national scandal” in a new report. The report on recruitment and retention in health and social care from the Committee last week said the rules are exacerbating pressures on the NHS. The MPs said: “It is a national scandal that senior medical […]
