As the world becomes increasingly digital, the barrier to get one’s ideas out and in front of others becomes lower and lower. In the financial sector in particular, this has led to an open floodgate of financial tips and advice. Many financial advisors have found that sharing their own expertise and marketing their intellectual property […]
Archives for 2022
Kitces & Carl Ep 95: Building Your Advisor Marketing Content By Packaging Your Client Wisdom
As the world becomes increasingly digital, the barrier to get one’s ideas out and in front of others becomes lower and lower. In the financial sector in particular, this has led to an open floodgate of financial tips and advice. Many financial advisors have found that sharing their own expertise and marketing their intellectual property […]
Bank pushes up base rate from 1.75% to 2.25%
The Bank of England today pushed up its base rate by 50 basis points from 1.75% to 2.25% as it intensifies its drive to curb inflation which is nearly 10%. The base rate is now the highest it has been for over 10 years. Rates this high were last seen during the financial crisis of […]
Bank pushes up base rate from 1.75% to 2.25%
The Bank of England today pushed up its base rate by 50 basis points from 1.75% to 2.25% as it intensifies its drive to curb inflation which is nearly 10%. The base rate is now the highest it has been for over 10 years. Rates this high were last seen during the financial crisis of […]
Only 2 in 10 fund managers have clear net zero plans
The number of fund managers committed to net zero by 2050 has doubled to 81% over the past year but only two in ten (22%) have concrete carbon reduction plans, according to a new report. Last year 41% of asset managers surveyed by XPS Pensions Group had committed to net zero. Fund managers’ progress on […]
IRS says improperly forgiven PPP loans are taxable
Shrinking the racial wealth gap by discussing money with clients in incremental, real life terms
Sanlam Wealth rebrands to Atomos
Sanlam Wealth has rebranded to Atomos following completion of its acquisition by Oaktree Capital Management. Private equity firm Oaktree acquired Sanlam Wealth UK from its South African parent company for £140m last year. Atomos means uncuttable or indivisible in Ancient Greek. Atomos is aiming to be what it claims is the “first truly digitally-enabled, hybrid […]
Why Checklist-Style Financial Planning Works: What Advisors Can Learn From Dave Ramsey’s Baby Steps
There are many financial advisors who take issue with the financial advice offered by popular personal finance personalities such as Dave Ramsey. Some disagree on technical details like the plausibility (or purported lack thereof) of his assumptions for future investment returns, while others criticize broader elements of his approach (like his reliance on rules of […]
Advisers urged to join Employee Benefit Trust group action
Financial advisers with clients who have been pursued by HMRC over inheritance tax liabilities in relation to Employee Benefit Trust (EBT) scheme have been invited to join a group action tribunal appeal against the taxman. The group action is being led by Manchester tax consultancy Forbes Dawson. So far, the group action represents clients with […]