Change is difficult, and when faced with the prospect of a change, many people opt to stick with the status quo. This is even true in the case of positive changes, such as a new job opportunity or relationship: Even though it might be very likely to make the person’s life better, it represents a […]
Archives for 2022
Westbridge adds 3 hires after Rowanmoor acquisition
SSAS firm Westbridge Group has added three new hires following the announcement of its acquisition of failed pension firm Rowanmoor’s SSAS business. Matt Gardiner and Huge Witts have joined Westbridge SSAS as account managers, joining from similar roles at Mattioli Woods. Mr Witts has a Diploma in regulated financial advice. Mr Gardiner said: “As well […]
Verso boosts assets by £725m with 2 Planner acquisitions
Verso Wealth Management has acquired Heritage Independent Financial Advisers and IEP Financial Limited today for undisclosed sums. Heritage is a Financial Planning firm focusing on high-net-worth individuals, families and corporate clients across the Midlands with over £200m in assets under advice. Founded in 2003, it has a team of 17 financial advisers, Financial Planners, researchers […]
Nearly 6 in 10 HNW investors worried about inflation
Six in ten (59%) investors with over £500,000 in investable assets are concerned about the threat of recession and the damage high inflation will do to their portfolios, according to a new report. Investors under 55 (69%) were more likely to have concerns, according to a survey of high-net-worth (HNW) investors by wealth manager Charles […]
Transact adds further charge reductions
Adviser platform Transact is to reduce its buy commission exemption threshold from £200,000 to £100,000 from 1 March. The charge reduction is set to benefit around 34,000 clients who will no longer be charged the commission. When clients buy an investment the platform charges a buy commission of 0.05% for portfolios over the threshold. Transact […]
SBF’s downfall is a good tutorial on crypto regulation
Yale happiness scientist: How wealth advisors can lead with emotions
How crypto knowledge gives advisors a competitive edge, even if they hate the asset
How crypto knowledge gives advisors a competitive edge, even if they hate the asset
Tips to keep sustainability top of mind this festive season
After a turbulent few years for the world, this end of year period is shaping up to be a time of relative normality and a great chance to unwind, rest and have the time to connect with friends and family. This time of year means different things to different people all around the world. However […]