The oldest segment of the U.S. population is rapidly growing, creating both opportunities and challenges for financial advisors.
Archives for June 2023
Do you know your mutual fund manager’s birthday? It might be costing you
Researchers found that relatively older mutual fund managers obtained half a percentage point higher annual returns than their relatively young counterparts.
Weekend Reading For Financial Planners (July 1-2)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization and […]
Editor’s Comment: A shameful chapter
When the financial historians come to write a chapter about the British Steel Pension Scheme debacle the word “shameful” is likely to be used. Only now, several years after the worst cases of bad advice, are we seeing the true extent of the shameful behaviour that saw hundreds of workers lose out to bad advice. […]
11 new firms join Women in Finance Charter
The Treasury has reported today that 11 new firms have signed up today to its Women in Finance Charter designed to improve the representation of women in senior roles in financial services. The new firms include Canaccord Genuity Asset Management, Chetwood Wealtth Management, Furness Building Society, OCM Wealth Management and XPS Pensions Group. The full […]
Small business news wrap for June!
What’s been happening recently in the Australian business landscape? What are the top news stories through June 2023 that may affect your small business? Let’s do a quick recap to keep you up to speed… SMEs expand their interest in generative AI as employees fear job loss According to the latest research by Zoho, SMEs […]
‘Rocket boost’ Financial Services Act gets Royal Assent
The new Financial Services and Markets Bill 2023 – described by the government as a “rocket boost” for financial services – has received Royal Assent today. The new FSMA 2023 becomes law today and is a key part of the Government’s plans to help financial services and the economy to grow. The government says the […]
Kitces & Carl Ep 115: Setting The Right Minimum Fee Per Client And The Revenue Model Generator
For most financial advisory firm owners, ensuring that their business or practice is remunerative and that it can remain viable is often a key priority. And while there are many factors that help owners determine whether their firm is making enough money to profitably sustain itself, one common variable that can help them adjust their […]
One team, big dreams: Accounts and Legal win Large Firm of the Year
Established in 2015, Accounts and Legal has always had one mission – to make the lives of business-owners simpler. Guided by three main principles: offering a more than once-a-year service, putting technology at the forefront, and acting as a one-stop-shop for small business support, the firm has gone from strength to strength and has since […]
Ledgible Launches NFT Suite – NFT Management, Portfolio Tracking … – CPAPracticeAdvisor.com
Ledgible Launches NFT Suite – NFT Management, Portfolio Tracking … CPAPracticeAdvisor.com