Welcome back to the 295th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shari Greco Reiches. Shari is the Co-Founder and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent RIA based in Skokie, Illinois, that oversees more than $800 million in assets under management, for 350 client households. […]
Archives for 2022
Young clients let down by advisers over ESG – report
Over half (59%) of investors under the age of 35 who use a wealth manager would invest more if their money was weighted to responsible investing, according to a new report. A third (32%) of investors surveyed by Oxford Risk said their adviser does not address their ESG investing needs. Almost half (46%) of adults […]
Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better
Cash tends to exist at the forefront of individuals’ day-to-day lives for many reasons: as a stable savings vehicle for near-term goals, a safety net for unforeseen emergency expenses, and, of course, to pay for daily living expenses, just to name a few. And this nearness to daily life means that cash – and how […]
4 in 10 gift money to help with rising cost of living
Four in ten (39%) of UK adults have helped family or friends financially in the past six months as many struggling to meet the rising costs of living. The average amount given was £8,400, with 15% giving over £10,000, according to a new report from LV=. Those with assets between £100,000 and £500,000 (excluding property) […]
IBD Elite 2022: Brokerages are morphing, not going away
Weekend Reading For Financial Planners (Aug 20-21)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year. This follows the FPA’s announcement that it plans to pursue title […]
eMoney’s Susan McKenna seals the CEO deal
FCA appeals to victims of £2.5m boiler room fraud
The Financial Conduct Authority has urged victims of £2.5m boiler room investment fraudster Richard Faithfull to come forward by 12 September to ensure they are part of any claim for compensation. Mr Faithfull was found guilty in September 2021 of money laundering as part of a ‘trans-national organised crime group.’ He was found guilty of […]
FCA appeals to victims of £2.5m boiler room fraud
The Financial Conduct Authority has urged victims of £2.5m boiler room investment fraudster Richard Faithfull to come forward by 12 September to ensure they are part of any claim for compensation. Mr Faithfull was found guilty in September 2021 of money laundering as part of a ‘trans-national organised crime group.’ He was found guilty of […]
FCA appeals to victims of £2.5m boiler room fraud
The Financial Conduct Authority has urged victims of £2.5m boiler room investment fraudster Richard Faithfull to come forward by 12 September to ensure they are part of any claim for compensation. Mr Faithfull was found guilty in September 2021 of money laundering as part of a ‘trans-national organised crime group.’ He was found guilty of […]