Guernsey-based trust and pension company the UAP Group (UAP) has acquired SIPP provider Alltrust Services and has backed Alltrust’s acquisition today of failed firm Rowanmoor Personal Pensions. UAP plans to use the acquisition of the Cardiff-based SIPP, SSAS and pensions firm as a platform for further expansion in the UK. The acquisition, for an undisclosed sum, […]
Archives for December 2022
Guernsey-firm acquires SIPP provider Alltrust
Guernsey-based trust and pension company the UAP Group (UAP) has acquired SIPP provider Alltrust Services and has backed Alltrust’s acquisition today of failed firm Rowanmoor Personal Pensions. UAP plans to use the acquisition of the Cardiff-based SIPP, SSAS and pensions firm as a platform for further expansion in the UK. The acquisition, for an undisclosed sum, […]
Performance Advertising Guidelines For Investment Advisers Under the SEC’s New Marketing Rule
For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). But for many years, advisers looking for guidance from the Securities and Exchange Commission (SEC) regarding what kind of performance advertising was permissible […]
Clarative Accounting is building for the future with construction clients
The events of 2020 and the years since have forced us all to change in some way or another. Many changed how we work, our long-term goals, and most importantly, how we prioritise what’s important to us. This was certainly the case for Carly Shaw from Clarative Accounting. During the pandemic, Carly made the difficult […]
Get your NZ payroll fit for the festive season
As we near the end of the year and begin to wind down for the summer break, it’s a good time to make sure you’ve got your payroll sorted. We get asked lots of payroll questions around this time of year so here are the answers to the most common ones. How do I pay […]
How to run a family office like an Agnelli
International Volunteer Day: Contributing to our communities
Monday 5 December was International Volunteer Day, which is all about celebrating the power and potential of contributing to the communities in which we live and work. It’s also about raising awareness on the important role volunteers play in responding to challenges facing the world. At Xero, we actively encourage volunteering through our Community Connect […]
#FA Success Ep 310: Filtering Down To The Most Impact-Weighted Work To Scale Client Value, With Natalie Taylor
Welcome back to the 310th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Natalie Taylor. Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending […]
#FA Success Ep 310: Filtering Down To The Most Impact-Weighted Work To Scale Client Value, With Natalie Taylor
Welcome back to the 310th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Natalie Taylor. Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending […]
Midlands firm rebrands as it achieves Chartered status
Midlands-based Smith Cooper Independent Financial Solutions has rebranded as Everlong Wealth after being awarded Chartered Financial Planner status. Around 15% of UK financial advice firms currently hold corporate Chartered Financial Planner status from the Chartered Insurance Institute / Personal Finance Society. Everlong describes itself an ‘evidence-based’ Financial Planning firm providing a range of wealth management services to […]