Archives for 2022
Following FTX debacle, commodity regulator pushes for big role overseeing crypto
Following FTX debacle, commodity regulator pushes for big role overseeing crypto
AJ Bell customer numbers top 425,000
Investment platform and SIPP provider AJ Bell has reported pre-tax profit up a modest 6% year on year to £58.4m for the year ended 30 September. Customer numbers rose strongly, increasing by 57,687 to 425,652 and the company expects further growth. Revenue was up 12% to £163.8m (FY21: £145.8m). The company said its financial performance […]
AJ Bell customer numbers top 425,000
Investment platform and SIPP provider AJ Bell has reported pre-tax profit up a modest 6% year on year to £58.4m for the year ended 30 September. Customer numbers rose strongly, increasing by 57,687 to 425,652 and the company expects further growth. Revenue was up 12% to £163.8m (FY21: £145.8m). The company said its financial performance […]
Kitces & Carl Ep 100: Is Advisor Technology Really About Making Planning Faster… Or Better?
As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with […]
Kitces & Carl Ep 100: Is Advisor Technology Really About Making Planning Faster… Or Better?
As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with […]
FCA to warn pension savers about cash risk
The FCA is to push ahead immediately with plans to warn pension savers of the corrosive effect of inflation on cash savings. The FCA also wants pension providers to offer a default pension investment option, particularly for pension savers struggling to choose pension investments. The regulator will require pension providers to warn consumers about the […]
FCA to warn pension savers about cash risk
The FCA is to push ahead immediately with plans to warn pension savers of the corrosive effect of inflation on cash savings. The FCA also wants pension providers to offer a default pension investment option, particularly for pension savers struggling to choose pension investments. The regulator will require pension providers to warn consumers about the […]
How to scale your business globally with Xero and Airwallex
Despite the current economic climate, running a global enterprise is still the goal of many small and medium businesses. Recent research by our partner Airwallex shows that 70% of UK SMEs plan to expand into foreign markets in 2023. Of those, 81% want to grow their business in Europe and North America, while 60% hope […]