Adviser support firm and Sense network owner Adviser Services Holdings Limited (ASHL), has launched a new national advice business called LYNC Wealth Management after making two wealth manager acquisitions. ASHL has acquired Sheafmoor Money Management in Sheffield and North Financial Management in Belfast to form the base for LYNC. The two deals, for undisclosed sums, […]
Archives for April 2023
Global Financial Planning body revamps standards
The Financial Planning Standards Board (FPSB), the global Financial Planning professional body, has launched a major update to its global Financial Planning standards to take account of evolving technology and trends in the profession. The FPSB, the provider of the Certified Financial Planner designation outside the USA, is adding new sections to its standards covering […]
Kitces & Carl Episode 109: Attracting Clients – An Advisor For Their Goals Or A Role Model Of What They Can Achieve
One of the benefits of owning a financial planning business is an advisor’s ability to control their work schedule. While some advisors might want to go full throttle, perhaps working well over 40 hours per week and taking few days off, others might prefer a more relaxed schedule, perhaps taking every Friday off or going […]
Ex-PFS President launches people skills training
Former Personal Finance Society President Caroline Stuart has teamed up with communication professional Melissa Kidd to launch a new learning and development service focusing on people skills. Aimed at financial services professionals, the Co-Laboratory will offer a range of training sessions starting with virtual training sessions. The emphasis will be on helping professionals develop their day to […]
Celebrating accountants: an axe thrower, heavy metal DJ and hotel manager
Our recent research found that accountants are facing a number of serious challenges, so we want to put a spotlight on their brilliant work, and their lives beyond the industry. Here, we continue to celebrate accountants, speaking with Callum Tingle, axe thrower and director at Fresh Business Solutions, Zahra Kassamali, hotel manager and accountant at […]
UBS chairman’s top-secret prep paid off in Credit Suisse moment
PFS orders independent review of governance
The Personal Finance Society has commissioned an independent review of its governance following criticism from parent body the Chartered Insurance Institute. The 40,000 member Personal Finance Society (PFS) has appointed independent consultants Integrity Governance to carry out the review. In February the PFS board agreed to investigate complaints from parent body the Chartered Insurance Institute that it […]
Build (Customized) Flexible Estate Planning Strategies In A Constantly Changing Political Landscape
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. And while the near-constant drumbeat of proposed legislative actions that would further alter the estate planning landscape has led some planners to try to ‘get ahead’ […]
App Partner Stories: Reinventing the wheel, with bite
Shark Wheel is a Southern California wheel company that is literally reinventing the wheel. They have produced a new type of a 540° sine wave-shaped wheel that outperforms the traditional wheel in almost every use – from skateboarding and roller skates through to luggage, forklift wheels and tractor tires. The latest breakthrough Shark Wheel has […]
What ChatGPT and the acceleration of AI means for small business
If you ever worked with Office 97, you’ll remember Microsoft’s iconic assistant Clippy. The animated AI-based paperclip would pop up in your document and offer to help you format whatever you were working on. Clippy would analyse and structure words in your document and help you format it according to what you were working on. […]