Archives for 2022
LPL notches another huge recruiting win with Commerce Bank
LPL notches another huge recruiting win with Commerce Bank
Benchmark takes stake in West Midlands Chartered Planner
Benchmark Capital has acquired a 49% stake in West Midlands-based Chartered Financial Planning firm Chartered Independent. The firm will remain independent of Benchmark but will be able to leverage the Schroders Group subsidiary’s capital and infrastructure support to boost growth. Chartered Independent is based in Shropshire and Staffordshire with offices in Telford and Stoke-on-Trent. The firm […]
#FA Success Ep 308: Accelerating Growth From Referrals By Building Checklists For Every Meeting Detail, With Matthew Blocki
Welcome back to the 308th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households. What’s unique about Matthew, though, is […]
How promoting the role of accountants and bookkeepers can drive small business growth
In the House of Lords last week, I watched as we launched our manifesto to support small business recovery. Surrounded by our amazing accounting and bookkeeping partners and small business customers, I understood the magnitude of what we are fighting for. It was great to be able to connect many with their local MPs and […]
Baker Tilly reaches Xero Platinum Partner status in Canada
We’re incredibly excited to share that Baker Tilly Canada has achieved Xero’s Platinum Partner status, which demonstrates the audit, tax and advisory network is helping to lead the way with the future of cloud accounting in Canada. After this new partnership milestone was signed, we were thrilled to attend Baker Tilly Canada’s annual partners conference in […]
Battered mutual funds saddle investors with big capital gains
M&A gone astray: Financial advisors fighting in court after parting ways
Increasing Financial Planning Efficiency With A Systematized Annual Process
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Which means that on any given workday, advisors might […]