One Four Nine has made its eighth acquisition with the purchase of Plymouth financial adviser Rainbird & Co. The acquisition is the firm’s first in the South West. Rainbird is a family business advising over 350 clients on investments, pensions and protection. One Four Nine now has a total of 33 advisers managing £1.4bn of […]
Archives for July 2023
Changes To Student Loan Planning With The New SAVE Income-Driven Repayment (IDR) Plan
Last year, the Biden Administration announced a sweeping package of student loan relief programs intended to ease the pressure on borrowers affected by the skyrocketing student debt of recent years. The two key pillars of the administration’s package were a proposed one-time cancellation of up to $10,000 of Federal student debt per borrower, and a […]
Can you still be competitive without embracing AI?
It’s here people! We’ve heard for many years that artificial intelligence would take the world by storm, “just you wait”. Well, the wait is over. With programs like Chat GPT4 booming onto the stage, and a variety of different programs in development, no doubt, small business owners with a sense of curiosity will already be […]
Schwab rolls out perks for its wealthiest clients
All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.
Nutmeg co-founder Nick Hungerford dies at 43
Fintech entrepreneur Nick Hungerford, the co-founder of robo-adviser Nutmeg, has died at the age of 43 after suffering from a terminal cancer. Mr Hungerford was one of the UK’s best known financial technology entrepreneurs, founding Nutmeg in 2011 with business partner William Todd. Nutmeg was one of the first direct to consumer robo-advice firms, allowing investors […]
#FA Success Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client, With Thor McIlrath
Welcome back to the 341st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Thor McIlrath. Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households. What’s unique about Thor, though, is […]
Free QuickBooks ProAdvisor Certification: how I used it to grow my bookkeeping business
It’s not news that QuickBooks is widely used among small business owners. When I started my business, I realized my limited knowledge of QuickBooks put me at a disadvantage. To grow, I needed to understand what was important to my clients. That was QuickBooks. Today, I’ll discuss the valuable resources provided by Intuit that are […]
Want Taxes to Be Easy? Work on Them Year Round, Not Last Minute.
The way to make your annual taxes a good experience is to do your work now instead of waiting until right before they’re due. Here’s why.
Apostle Accounting scandal could affect thousands – Suffolk MP – BBC
Apostle Accounting scandal could affect thousands – Suffolk MP BBC
PFS appoints interim President and 2 new directors
The Personal Finance Society has selected Barclays Wealth Chartered Financial Planner Anthony Ward as its new interim President and appointed two new member directors to its board. The new member directors are Chartered Financial Planner Carla Brown and IFA Daniel Williams. Interim CEO Don Macintyre will also continue in post for a further six months, […]