One in four financial advisers at wealth manager St James’s Place (SJP) have achieved Chartered status. This compares with just 5% of the firm’s advisers in 2013. SJP has been driving its advisers towards Chartered status over the past could of years as the wealth manager believes it demonstrates a commitment to professional development and […]
Archives for August 2022
Financial resilience falls to 19 days
The financial resilience of the average UK household has fallen to just 19 days, according to a new report. In 2020 the average household could last 24 days should they lose their income. The average household would now run out of money in just 19 days, according to Legal & General’s latest Deadline to Breadline […]
Info graphic: Why You Need An experienced Franchised Bookkeeper
Own a small business that you would like to spread? Read on to learn how you can get a reliable franchise bookkeeper: The post Info graphic: Why You Need An experienced Franchised Bookkeeper appeared first on Remote Quality Bookkeeping.
Info graphic: Why You Need An experienced Franchised Bookkeeper
Own a small business that you would like to spread? Read on to learn how you can get a reliable franchise bookkeeper: The post Info graphic: Why You Need An experienced Franchised Bookkeeper appeared first on Remote Quality Bookkeeping.
Your Input Requested – Reader Survey For Nerd’s Eye View (2022)
For most advisory firms, 2022 has been a year of relative stability, market volatility notwithstanding. After 2 years of the pandemic forcing massive changes to most firms’ systems and processes, from client meetings to internal management to marketing and business development, advisory firms are increasingly ‘finding their groove’ in this new post-pandemic (or at least, […]
Things to Keep in Mind While Hiring Your Outsourced Accounting Services
Businesses are always looking for ways to reduce company expenditure. One way to achieve this is to hand over your accounting functions to outsourcing companies. Instead of hiring a team of less experienced accountants, you can hire outsourced accountants with years of industry experience. One of the common mistakes that business owners and startup companies often […]
Things to Keep in Mind While Hiring Your Outsourced Accounting Services
Businesses are always looking for ways to reduce company expenditure. One way to achieve this is to hand over your accounting functions to outsourcing companies. Instead of hiring a team of less experienced accountants, you can hire outsourced accountants with years of industry experience. One of the common mistakes that business owners and startup companies often […]
IBD Elite 2022: The firms with the most female financial advisors
Weekend Reading For Financial Planners (Aug 27-28)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Biden Administration has released a series of long-anticipated Federal student loan relief measures. And while the announced $10,000 of debt forgiveness for some borrowers made the most headlines, advisors will also want to be […]
