Welcome back to the 306th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Cean Kenefick-Rogers. Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. What’s unique about Cean, […]
Archives for 2022
True Potential founder David Harrison knighted
David Harrison, the founder and chairman of Financial Planning and wealth management firm True Potential has been knighted for services to business, education and social mobility. The award was made as part of the recent Antiguan and Barbuda Independence celebrations. Sir David founded Newcastle-based True Potential in 2007. It has since grown to employ more […]
Ex-BlackRock and Vanguard veterans launch software connecting financial advisors to diverse asset managers
7 lessons to help parents and young adults navigate post-college
Laura Trott is new Pensions Minister
Laura Trott MP has become the new Pensions Minister, the Department for Work and Pensions announced today. After a wait while new ministerial responsibilities were allocated, the DWP confirmed today that Ms Trott has become the new Pensions Minister. She takes over from long-serving predecessor Guy Opperman MP who remains at the DWP but takes […]
Laura Trott is new Pensions Minister
Laura Trott MP has become the new Pensions Minister, the Department for Work and Pensions announced today. After a wait while new ministerial responsibilities were allocated, the DWP confirmed today that Ms Trott has become the new Pensions Minister. She takes over from long-serving predecessor Guy Opperman MP who remains at the DWP but takes […]
The Latest In Financial #AdvisorTech (November 2022)
Welcome to the November 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 a new RIA custodian – Entrustody – […]
The Latest In Financial #AdvisorTech (November 2022)
Welcome to the November 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 a new RIA custodian – Entrustody – […]
When Franchises Need To Hire A Forensic Accountant
Forensic accountants are equipped with a wide range of skills that help the identity of reporting misconduct in financial records. At Remote Quality Bookkeeping, we offer forensic bookkeeping and accounting services at a fraction of the cost of traditional service providers. Not sure if you need a hire a forensic accountant for your franchise? Here are […]
