Archives for July 2022
Two in five pull back on savings as cost-of-living rise bites
Over two in five (42%) of UK adults have reduced or stopped regular savings due to the increase in the cost of living, according to a new report. A third (33%) of 2,000 people surveyed by Wealth at Work said they regularly cut back on spending to make sure they add to their savings. Half […]
#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott
Welcome back to the 289th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kamila Elliott. Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. What’s unique about Kamila, […]
Leveraged ETFs betting against US stocks draw in $1.4 Billion
FCA halts new contributions at troubled Hartley Pensions
The FCA has banned troubled SIPP provider Hartley Pensions Limited from accepting new pension contributions. The FCA intervened this afternoon at Hartley’s request as the firm struggles to deal with a number of “issues.” Hartley requested the FCA to impose restrictions preventing it from accepting ongoing contributions into the SIPPs and SASSs administered by it. […]
3 Aspects Of Identity Covering And How It Impacts Advisors’ Happiness At Work
Financial advisors are often responsible for working with a wide range of individuals, both among their client base and coworkers, who each have their own personality, beliefs, and style of communication. While it can be rewarding to build a large breadth of relationships, it can also be challenging to appeal to and feel accepted by […]
UBS weighs elevating Iqbal Khan to sole wealth management head
Ameriprise picks up huge team as consolidation fuels industry’s shifts
Weekend Reading For Financial Planners (July 9-10)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recent study indicating that 15% of employee advisors at wirehouse firms and 7% of independent advisors affiliated with a broker-dealer are considering leaving their firm in the next one to two years. Of those most likely to […]
