Leicestershire-based Financial Planner Handford Aitkenhead & Walker has become the latest business to achieve prestigious CISI Accredited Financial Planning Firm status. The firm – which is also a Chartered Financial Planner firm – says it ‘walks the talk’ when it comes to Financial Planning. It joins a list of 62 UK CISI Accredited Financial Planning […]
Archives for 2022
Xero is named one of the UK’s ‘Best Workplaces’ for women and in the tech industry
Building an inclusive, supportive workplace where everyone can do the best work of their lives sits at the centre of everything we do at Xero. Actually it’s the thing that attracted me to Xero, and was the driving factor in most of our employees applying to join the team. That’s why we are proud to […]
Betterment introduces crypto offering with a quartet of customized portfolios
Advisors’ status as independent contractors likely to come down to questions of control
Feeling pinched? Sometimes your 401(k) can help
Committing to First Nations Communities: A discussion with the Canadian Council for Aboriginal Business
In 2021, Xero began its journey with the team at the Canadian Council for Aboriginal Business (CCAB) by entering the first phase of the Progressive Aboriginal Relations (PAR) Program in Canada. This signified a commitment to foster strong connections with Indigenous communities built on a foundation of trust and human connection. By participating in the […]
Add Value To Client Relationships And Uncover New Goals By Asking: “What’s Possible Now?”
Prospective clients often approach a financial advisor because they have a problem. Perhaps they are approaching retirement and do not know whether their current path is financially sustainable, or maybe they have a complicated equity compensation problem to sort through. But after this initial problem is solved, long-term goals are discussed, and a financial plan […]
68 estate agents fined £500k for money laundering
HMRC has fined 68 estate agents a total of more than £500,000 for breaching money laundering regulations. HMRC has named the 68 estate agents in its latest list that have been fined a total of £519,645 for not complying with rules. The money laundering regulations aim to prevent criminals from ‘laundering’ money from illegal activity. […]
Planners cut platform use as clients struggle
Financial Planners are cutting back on their use of investment platforms because of the cost-of-living crisis. Clients are becoming more focused on belt-tightening than investing, they say. Only a third of Planners expect to increase business placed on their main platform over the next year, according to a CoreData study. That’s down from nearly half […]
Planners cut platform use as clients struggle
Financial Planners are cutting back on their use of investment platforms because of the cost-of-living crisis. Clients are becoming more focused on belt-tightening than investing, they say. Only a third of Planners expect to increase business placed on their main platform over the next year, according to a CoreData study. That’s down from nearly half […]