The year has not started well for the adviser sector with nearly a dozen firms already declared as failed by the Financial Services Compensation Scheme. I know this infuriates the vast majority of decent, highly qualified and hard working Financial Planners. Month after month they have to look on as a procession of often dismal […]
Archives for January 2023
Derby Financial Planner joins Continuum
Derby-based Chartered Financial Planner Jamie Lavery has joined national IFA Continuum to look after the Derbyshire area for the Financial Planning focused business. Mr Lavery has more than 16 years of experience in wealth management. He has worked closely with families, business owners and professionals to deliver holistic Financial Planning solutions. He has an MA in […]
Pension tax reform needed to meet Hunt’s plan
Pension experts have called for pension tax reform to help meet Chancellor Jeremy Hunt’s call to get more people back into work, including older workers, to help Britain. Mr Hunt was setting out his long-term vision for how to boost the UK’s economy. In his first big speech since November’s Autumn Statement today, he said […]
New Year new business. What can you improve in 2023?
Every new year comes with unique challenges and boundless opportunities for your business. The trick is to come prepared for success. The other trick is to be active in planning for it, before the year gets ahead of you. So, as the country wakes up from the festive season slumber and the new year grinds […]
Why you need to include video marketing in your content mix
Video marketing has grown exponentially over the last few years. It’s no secret that to stay on top of marketing trends – and results – you should be paying careful attention to including video marketing in your content mix. Why bother with video marketing? Here’s some interesting video marketing stats to consider… If you’re unconvinced […]
Raymond James’ recent advisor hiring slows, but ‘very large teams’ soon to join
Auto-enrolment thresholds frozen for 2023/24
The government has confirmed that, after its latest review, auto-enrolment thresholds will be held at their current levels for the next year. It means the automatic enrolment earnings trigger will remain at £10,000. Meanwhile the lower earnings limit of the qualifying earnings band will remain at £6,240 for 2023/24 and the upper earnings limit will […]
Kitces & Carl Ep 104: How Do You NOT Grow (And Finding The Constraints To Help Say No)
For many financial advisory firm owners, growth is often the primary goal in the early years of launching a business. However, at a certain point, initial business growth goals will have been met, leaving the business owner at a crossroads of deciding where to take the business next – should they maintain the firm’s current […]
Xero Roadshow 2023: Every step counts
This February, we’re pumped to be hitting Australia’s major cities and regional towns for – you guessed it – Xero Roadshow 2023! From Geelong to the Gold Coast and Parramatta to Perth, we’ll be touring 17 locations between 7 to 27 February. Since we last hit the road in March 2022, the world has continued to […]
