Welcome back to the 301st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ramit Sethi. Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich, and the owner of the online platform of the same name that offers financial education content and […]
Archives for October 2022
#FA Success Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals, With Ramit Sethi
Welcome back to the 301st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ramit Sethi. Ramit is the author of the New York Times’s bestselling book, I Will Teach You To Be Rich, and the owner of the online platform of the same name that offers financial education content and […]
Many firms backing Financial Planning Week
Many Financial Planning firms are taking part in this week’s Financial Planning Week annual campaign to promote the benefits of Financial Planning. The week, organised by CFP professional body the CISI, got under way yesterday and will run 9 October. It is part of the #10DaysOfFinancialPlanning social media campaign in the 10 days leading up […]
Wealthy use loophole to reap tax breaks — and delay giving away money
The Latest In Financial #AdvisorTech (October 2022)
Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that DPL Financial Partners has raised $20M of […]
Curtis Banks waives £800 commercial property fee
SIPP provider Curtis Banks is waiving its fee on in-specie commercial property transfers into its Your Future SIPP for the rest of the year. The move will save clients more than £800 and the provider hopes it will encourage clients who may feel ‘trapped’ with their current provider. The SIPP provider is also aligning its […]
A top Merrill advisor busts “myths” about wealth careers in new book
How to register for your myGovID
myGovID is your Digital Identity and makes it easier to prove who you are online. You can use your myGovID to access participating government online services. Now don’t get confused between myGov and myGovID. myGov is where you can securely access government services online in one place including Centrelink, Medicare, Child Support, and more. […]