Financial Planning and wealth management firm Progeny Wealth has been awarded Chartered firm status by the Chartered Insurance Institute. Around 15% of UK financial advice firms currently hold corporate Chartered Financial Planner status from the Chartered Insurance Institute / Personal Finance Society. Progeny said that Chartered status demonstrates that the firm puts customers’ interests first, […]
Archives for January 2023
$5.7B RIA gets new private equity backer as Emigrant exits
How This New Accounting Feature Can Save Businesses From Fraud and Financial Mishap
Reconciliation has been a pain point for small businesses for a long time, but new technologies now enable payments companies like banks to automate the reconciliation process. The small business banking market in North America still leaves much to be desired, leaving room for innovative banks to differentiate themselves from competitors.
What Makes Financial Advisors Happier: More Time Or More Money?
While it may be easy to assume that having more money would make a person happier by opening consumption opportunities unavailable to those with less income, experienced advisors can likely identify many examples of high-income individuals who are unhappy with their lives. To provide a more holistic view, researchers have sought to assess whether increased […]
‘Godfather of UK Financial Planning’ dies at 83
Paul Etheridge MBE, founder of the Institute of Financial Planning (IFP), has died aged 83 at his home near Cheltenham. Mr Etheridge was one of the UK’s longest serving Financial Planners and has been a leading figure in the profession for several decades. He has been referred to as the ‘Godfather of UK Financial Planning’ by many who […]
SJP partners with charity for financial education drive
St James’s Place has partnered with education charity Young Enterprise to support the accreditation of schools looking to become centres of excellence for financial education. The wealth manager will work with 21 schools over the next three years. SJP and Young Enterprise will provide academic staff with the tools and resources needed to teach financial […]
Let’s talk about branding. A discussion with our Senior Digital Designer
We recently sat down with our long-standing Senior Digital Designer, Johnny Bojaca, to chat about how to approach branding, and reveal some key learnings for businesses great and small. So, Johnny, how did you get into design and what’s it like being one of the OG Reckon employees? What got me into design was video […]
