The Life After Notre Dame program offers one-time Fighting Irish players five pillars of support, with financial issues a key component of its national aspirations.
Archives for June 2023
Odey AM set to be partially dismantled
Odey Asset Management is to be effectively partially dismantled and its funds and staff moved to other managers following concerns about the company over a reported FCA investigation. In a statement today, Odey AM LLP said that the firm was in “advanced discussions” for rehousing funds and transferring some fund management activities and individuals to […]
Kitces & Carl Ep 114: When Clients Are Tempted By The Siren Song Of (A Competitor’s) Investment Results
For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. However, despite efforts to ensure all clients understand the ‘big picture’ of their comprehensive plans, some clients may be tempted […]
How small businesses can benefit from getting involved with their local football club
If you’re a small business owner, chances are you’re always on the lookout for new and innovative ways to grow your business. A great way to do so could be right under your nose: on your local football pitch, and you don’t need to buy some football boots or play a full 90 minutes. Football […]
Smaller Social Security COLA to tighten vise on retiree budgets
The Senior Citizens League worries the increase won’t be enough to keep up with rising prices for housing and healthcare.
German ‘edtech’ firm acquires professional body LIBF
Professional body the London Institute of Banking & Finance has been acquired by German educational technology provider IU Group for an undisclosed sum. The London-based body is now a wholly owned UK subsidiary of the International University of Applied Sciences, the university arm of IU. The acquisition was completed on 31 March but only announced today. […]
Why Pre-Commitment Strategies Can Work And 3 Steps To Implement Them With (The Right) Prospects
One common sales tactic for financial advisors is to offer prospective clients a free (or low-cost) financial plan to demonstrate the advisor’s expertise and to let the prospect ‘test drive’ the advisor’s services. However, creating these pre-commitment strategies and plans can take up a significant amount of an advisor’s time and there is no guarantee […]
Where AI wins — and doesn’t — in financial advisor technology
Orion Chief Behavioral Officer Daniel Crosby and other experts explained the stakes and challenges facing advisory practices at FP’s INVEST conference.
New Hargreaves CEO to start work in August
Hargreaves Lansdown’s new CEO Dan Olley will start work on Monday 7 August, the company said today. Mr Olley, a director of HL, will remain on the HL board in a new capacity as an executive director when he takes up his CEO role. Chris Hill will step down as chief executive and from the […]
Generative AI in Accounting Market [USD 9,098 Mn by 2032] – Enterprise Apps Today
Generative AI in Accounting Market [USD 9,098 Mn by 2032] Enterprise Apps Today