Wealth manager and SIPP provider Mattioli Woods has reported revenue rose by 10% to £54.9m (1H22: £49.9m) for the six months ended 30 November. Despite the higher revenue, gross inflows fell by £70.3m from £384.4m last time to £314.1m. In a trading update today, the firm said recent trading performance had been “resilient” against complex macroeconomic […]
Archives for January 2023
Flexibility is a must in trusts. Here’s how advisors can help
Why you need to rank higher on Google Maps and in Google Reviews
When trying to be found online, there’s been a shift in consumer behavior you need to be aware of. More than ever, potential customers will find your business by searching ‘near me’ on Google Maps instead of a regular Google search. Furthermore, an increasing number of customers will also filter out their options by only […]
PFS Regional Committees hit by mass vacancies
Mass vacancies are becoming increasingly in evidence at some of the Personal Finance Society’s regional committees. Nearly all regional committee officer posts at two local branches, Plymouth & Cornwall and Central Scotland, are vacant. All officer positions at the Plymouth & Cornwall regional committee are empty. There are also substantial vacancies in three other committees: Stamford, Surrey and […]
PFS Regional Committees hit by mass resignations
Mass resignations appear to be taking place in some of the Personal Finance Society’s regional committees. Nearly all regional committee officers at two local branches, Plymouth & Cornwall and Central Scotland, appear to have quit. All officer positions at the Plymouth & Cornwall committee are now vacant. There are also a substantial number of vacancies in three […]
Implementing Retirement Income Guardrails To Facilitate (The Right) Spending Raises And Spending Cuts
Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes. This strategy […]
Financial planner Akeiva Ellis on drawing a new generation to the industry
Quilter’s David Tiller dies at 56 on walking holiday
David Tiller, commercial and propositions director at wealth manager and Financial Planner Quilter, has died at 56 while on a walking holiday with friends. Mr Tiller passed away on 28 December while on a break in the Lake District. Mr Tiller worked in the wealth management sector for many years in a variety of Financial Planning, […]
#FA Success Ep 314: Focusing On The Planning Work You Enjoy By Providing Outsourced Virtual CFP Services, With Sue Chesney
Welcome back to the 314th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Sue Chesney. Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and […]
The Latest In Financial #AdvisorTech (January 2023)
Welcome to the January 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Envestnet has decided to enter the RIA […]