Archives for 2022
Quilter boosts digital signature providers to 11
Wealth manager and Financial Planner Quilter has added four new digital signature providers to boost the number it accepts to 11. The adviser and platform is one of several to have increased its digital signature capability significantly since the pandemic. Quilter has added Alphatrust, docSAFE, MyDocSafe and Rsign to its list of approved software providers. […]
Abrdn faces eviction from FTSE100
Abrdn may face eviction from the FTSE100 in the exchange’s quarterly review next Wednesday. The asset manager has seen a 37% slump in its share price so far this year, taking its market capitalisation to around £3.3bn. Abrdn released its latest financial results earlier this month. Total net outflows for the first six months of […]
FCA warns over US adviser unauthorised in UK
The Financial Conduct Authority has issued a warning about a US advice firm which it believes may be providing advice in the UK without authorisation. The regulator said Faberton Financial Services LLC is not authorised in the UK but appears to be targeting UK consumers. Faberton is a US financial adviser and investment manager specialsing […]
Sandringham CEO to exit after M&G takeover
Tim Sargisson, CEO of Sandringham Partners, is to leave the financial advice firm early next year. Mr Sargisson has been CEO of Sandringham since 2015 and led the acquisition of the business by M&G plc at the start of the year. M&G said the rest of the existing management of Sandringham will remain in place […]
Dynasty’s IPO push carries big tax perk for insiders
How Marstone’s newest tool blends attainable goals, big dreams and NYC subway maps
7 Advantages of Accounting Software You Can’t Beat
As a busy business owner, you’re always looking for ways to save your time and money. And, you certainly don’t want to waste your precious time, energy, and hard-earned cash on accounting tasks. The solution? Accounting software. Along with saving your money and time, there are plenty of other advantages of accounting software. Ready to […]
5 signs you need to start outsourcing business tasks
When you start a small business, it’s usually only you behind the whole operation and you haven’t even thought about outsourcing business tasks. You wear many hats, from CEO to clean-up crew. As you pour your heart and soul into your business and it begins to grow, the amount of work involved grows with […]
Kitces & Carl Ep 93: Getting An ROI From Your New Associate Advisor (In Less Than 6 Years)
Historically, the career path for newer financial advisors has followed a commission-based model that was focused on sales and business development first and learning the technical aspects of financial planning along the way. As the financial advisory industry has evolved, though, it has shifted to a business model that focuses more on teaching new advisors […]