Archives for 2022
How financial advisors should talk to clients about the crypto crisis
#FA Success Ep 311: Unlocking Growth By Asking For A Referral Commitment And Then Showing Value, With Terry Parham Jr.
Welcome back to the 311th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Terry Parham Jr. Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households. What’s unique about […]
FCA calls for views on PRIIPs replacement
The FCA has called for views on potential disclosure rules to replace the Packaged Retail Investments and Insurance Products (PRIIPs) regime and the Undertaking of Collective Investment in Transferable Securities (UCITS) rules. Chancellor Jeremy Hunt announced plans to scrap both rules on Friday. Both rules were created while the UK was in the EU. Firms […]
NSI&I increases rates across four products
NS&I is to increase rates across its Premium Bonds, Direct Saver, Income Bonds and Investment Account products from the start of January. The Government-backed savings provider will increase its Premium Bonds prize fund rate from 2.2% to 3% from the January prize draw. It is the third upwards change for the rates this year, with […]
Nucleus to encourage more women to become Planners
Adviser platform Nucleus has launched a charitable foundation which will encourage more women to become Financial Planners. The Nucleus Foundation will work alongside charities who support the education and development of women into careers in Financial Planning. It will also support local community causes, adopting a place-based-giving approach to providing grants and financial assistance to […]
Nucleus to encourage more women to become Planners
Adviser platform Nucleus has launched a charitable foundation which will encourage more women to become Financial Planners. The Nucleus Foundation will work alongside charities who support the education and development of women into careers in Financial Planning. It will also support local community causes, adopting a place-based-giving approach to providing grants and financial assistance to […]
Nucleus foundation to encourage women into Planning careers
Adviser platform Nucleus has launched a charitable foundation which will encourage more women into Financial Planning careers. The Nucleus Foundation will work alongside charities who support the education and development of women into careers in Financial Planning. It will also support local community causes, adopting a place-based-giving approach to providing grants and financial assistance to […]
Nucleus foundation to encourage women into Planning careers
Adviser platform Nucleus has launched a charitable foundation which will encourage more women into Financial Planning careers. The Nucleus Foundation will work alongside charities who support the education and development of women into careers in Financial Planning. It will also support local community causes, adopting a place-based-giving approach to providing grants and financial assistance to […]
Reckon CEO Sam Allert chats to us about investing capital, staying true to your audience, and selling a business
We recently sat down with Reckon CEO Sam Allert to have a chat about some recent events at Reckon, approaches to selling a business, sharpening your business strategy, and how to invest fresh capital for growth. Hey Sam, can you tell us a little about how you started at Reckon and your trajectory to CEO? […]