Archives for July 2022
Parmenion opens investment proposition to advisory models
Adviser platform Parmenion has opened its investment proposition to advisory models. Advisory Models PRO provides open architecture access to advisers who want to build or run their own advisory portfolios on Parmenion technology. The solution will be available to both new and existing adviser firms from Autumn this year. The platform provider said it is […]
Sabbatical Financial Planning: Taking Extended Time Off Without Derailing The Career Or Retirement
For many workers, a typical career entails a series of successive jobs over several decades, with the end goal of retiring and finally being able to ‘relax’. And while most breaks from work on the traditional path are limited to short vacations, there is a growing movement of individuals who want to take extended time […]
What Is Bookkeeping? The Truth Is in the Numbers
Whenever you make a sale or purchase, the amount of money your business has will change. Keeping track of your business’s financial transactions is key to your business’s future. Luckily, those sales and purchases create documents such as invoices and receipts. Bookkeeping tracks your finances through the documentation that your business creates on a day-to-day […]
Pershing launches ‘self-directed’ service for big government client
FCA misses communication and authorisation targets
The Financial Conduct Authority has missed several operating service targets in communications and application processing times for the 2021/22 financial year. The regulator published its operating service metrics today, alongside its annual report. It missed its target for answering telephone calls to the Supervision Hub from firms for the second consecutive year. The FCA said the […]
#FA Success Ep 290: Serving Neurodivergent Clients As A Financial Advisor With Autism, With Andrew Komarow
Welcome back to the 290th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Andrew Komarow. Andrew is the founder of Tenpath Financial Group and Planning Across the Spectrum, a hybrid firm based in Farmington, Connecticut that oversees $100 million in assets under management for 100 client households. What’s unique about […]
Creating a succession plan for your business
If you’re looking to sell or pass your business, succession planning is vital. While selling up or retiring may not be on the cards for many small business owners, it’s important to understand how succession planning works, so you can prepare for a time in the not-so-distant future when you might decide to relinquish your […]
Creating a succession plan for your business
If you’re looking to sell or pass your business, succession planning is vital. While selling up or retiring may not be on the cards for many small business owners, it’s important to understand how succession planning works, so you can prepare for a time in the not-so-distant future when you might decide to relinquish your […]
