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 […]
Archives for December 2022
FCA to impose extra financial promotion checks
The FCA is to impose additional checks on firms approving financial promotions. The new checks will require firms to demonstrate they have the right expertise for the promotions they plan to approve. The changes are to be introduced by Parliament, following an FCA consultation. Under current rules any FCA regulated firm is allowed to approve […]
Tips to increase holiday engagement
The holiday season is typically busy, whether you run a retail business or a service-based one. If you’re not helping shoppers, you’re helping your clients fit in their appointments before year end. There’s a lot to do and the time passes quickly. Take this opportunity to show clients and customers how much you appreciate […]
CFP Board issues new crypto guidelines for financial planners
$1.3B Cetera branch launches outsourcing and succession venture
9 Must-Do Financial Tasks To Check Off Your Year-End List
Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year. As the final days of the year rapidly approach, it’s important to carve out intentional time to ready your finances for next year. What should go on your year-end to-do list? […]
The Latest In Financial #AdvisorTech (December 2022)
Welcome to the December 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 Savvy Wealth has raised an $11M Series […]
The Latest In Financial #AdvisorTech (December 2022)
Welcome to the December 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 Savvy Wealth has raised an $11M Series […]
Most ethnic financial services staff experience discrimination
Nearly seven in ten (68%) ethnic minority workers in financial services have experienced discrimination at work in the past year, according to a new report. Eight in ten (82%) had experienced unwelcome comments based on their background. The report, the Race to Equality in UK Financial Services by Reboot and Coleman Parkes, found that a quarter (25%) […]
Most ethnic financial services staff experience discrimination
Nearly seven in ten (68%) ethnic minority workers in financial services have experienced discrimination at work in the past year, according to a new report. Eight in ten (82%) had experienced unwelcome comments based on their background. The report, the Race to Equality in UK Financial Services by Reboot and Coleman Parkes, found that a quarter (25%) […]