Wealth manager and Financial Planner Succession Wealth – recently bought by Aviva for £385m – has been targeted by fraudsters with a cyber attack. The wealth manager said it has launched an investigation into how the attack happened, and has introduced further security measures. Succession did not share more details of the nature of attack […]
Archives for February 2023
Gen X’s pedal-to-the-metal moment in saving for retirement
#FA Success Ep 320: Navigating Hyper-Growth To Achieve Platform Scale For Independent Advisors, With Jim Dickson
Welcome back to the 320th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jim Dickson. Jim is the CEO and Founder of Sanctuary Wealth, an RIA platform with 80 partner firms in 29 states that collectively oversee nearly $25 billion in assets under management. What’s unique about Jim, though, is […]
Swedish wealth manager enters UK market
Swedish wealth manager Söderberg & Partners has revealed plans to enter the UK adviser market. The firm aims to partner with up to 1,000 financial advisers in the UK within five years, it said. The plan is to establish and build an independent financial advice and investment management business in the UK. To spearhead the […]
Reckon’s 2022 annual report – CEO Sam Allert breaks down the results
2022 was certainly a landmark year for Reckon. Our full-year results cap off a particularly strong 12-month period where Reckon cemented its position as a leading, innovative technology company that has the capability to deliver outstanding returns for shareholders, fund its growth through ongoing R&D spend and strengthen its balance sheet with a material reduction […]
Kent pension transfer firm fails
The FSCS has declared in default Maidstone-based retirement adviser H&F Financial Limited (FRN 778297). The firm was declared in default by the FSCS on Friday with three claims against it. All of the claims are pension transfer related, but not BSPS-connected, the FSCS said. The declaration of default opens the doors to former clients of […]
Creating Client Service Calendars That Demonstrate Ongoing Advisor Value
While it can be easy for financial advisors to recognize the wide range of ways they add value for clients throughout the year, clients themselves might not be aware of what their advisors do for them behind the scenes outside of their annual meetings (e.g., rebalancing their investment accounts or reviewing their insurance policies). Without […]
IRS, in flip-flop, tells 75 million taxpayers to go ahead and file
Why we can’t keep old reports (and other burning questions)
The retirement of old reports is now only a little over five months away. If you’re like many small business owners and advisors, you’re probably starting to seriously think about how this will impact your day-to-day work. We’ve answered some of your most common questions, so you can feel confident about switching to new reports […]
