A former analyst at asset manager Janus Henderson has been charged along with four others with conspiracy to commit insider dealing and money laundering from which they pocketed £1.5m. Redinel Korfuzi, 35, has been charged with offences that occurred between 17 December 2019 and 25 March 2021. The Financial Conduct Authority has alleged that Mr […]
Archives for January 2023
Creating A (Just In Case) Game Plan For Clients Facing Layoffs
With the U.S. economy predicted by many experts to slow down in the near future, many people’s thoughts have turned to the prospect of a recession. And along with those expectations may come concerns for those still in the workforce about the possibility of layoffs, and needing to get by without income for an unknown […]
Four ways to get your banking data into Xero
One of your most important accounting jobs — bank reconciliation — relies heavily on getting accurate banking data into Xero. Yet entering bank transactions manually is often time-consuming and error-prone. Regular bank reconciliation not only saves you time, it also gives you a wealth of insights at your fingertips. You can spot cash flow trends, […]
The top-performing bond ETFs of the past 10 years
#FA Success Ep 317: From Individual To Partnership: Managing The Merger Transition From Solo Practices, With Jennifer Climo
Welcome back to the 317th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jennifer Climo. Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. What’s unique about […]
Pension transfer values fall by 36%
Defined benefit transfer values fell by more than a third last year as investor concerns over UK debt drove gilt yields higher, according to new analysis. Pension consulting and admin firm XPS Pensions Group said transfer values fell 36% over the year. Its Transfer Value Index fell by 4% in December as a result of […]
The small business guide to MTD for VAT penalties
This blog was first published in April 2022 and updated in January 2023. If you’re a VAT-registered business, you may have received a letter or email from HMRC, informing you that the new penalty system for Making Tax Digital (MTD) for VAT is now in place. Arriving at the beginning of this year, the system […]
Janney CEO transitions to chairman as in-house successor takes reins
Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 Months
An important truism about marketing is that to be effective, the marketer’s message needs to connect with the audience it intends to reach. Traditional forms of marketing used by financial advisors – including networking with one’s friends and family members, cold-calling, and paid advertising – have been effective at reaching a ‘typical’ client base of […]
Simon Foster is new chief of BW SIPP
Simon Foster has been appointed chief executive of BW SIPP taking over from Julia Bassett who had held the position for 13 years. Mr Foster’s appointment is subject to FCA approval. He has been with BW for three years as head of proposition and implementation. {loadposition hidden2} Before joining BW in 2019 he was with […]