Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m. Southport-based Ludlow will pay £0.71m initially and a further £0.71m if performance targets are reached a year after completion of the acquisition. The total deal is worth £1.42m if targets […]
Archives for September 2023
How A 3-Person Team Optimizes Advisor Capacity For Firm Growth
When an advisor runs their own solo advisory firm, their capacity to meet with current and prospective clients is limited to the extent that they are also responsible for all of the non-client-facing tasks of running their firm. Which may not be a serious limitation when they are just starting out and don’t have a […]
Changes to Direct Vision Standard: What does this mean for fleets?
From the 28 October 2024, heavy goods vehicles (HGVs) over 12 tonnes will be required to have a minimum three-star DVS rating to continue operations in the Greater London area. Vehicles falling beneath the three-star threshold must fit a Progressive Safe System, which provides drivers with visual alerts of vulnerable road users, to remain operational […]
3 tips for leaders to keep talent, post-M&A honeymoon
After the ink dries on the contracts and the press releases are out, wealth management firms still need to put in the work to make a deal succeed. Here’s how.
Method Man and Redman bring the bars, jokes and unity during an unforgettable Future Proof 2023 performance
Financial Planning’s Justin L. Mack gives a first-person recap of the rap concert that closed out night three of the one-of-kind wealth festival featuring plenty of California beef, and California “grass.”
Weekend Reading For Financial Planners (September 16-17)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals. Further, the survey results suggest that advisors who offer comprehensive […]
Editor’s Comment: Vulnerable clients need a hero
There is mounting evidence that vulnerable clients have been left even worse off by the Coronavirus pandemic and the soaring cost of living. A new study of advisers and consumers has found growing concerns about the financial decision making of vulnerable clients, and some evidence numbers are increasing. The study, carried out by actuarial […]
Carbon accounting software guide for business leaders 2023 – Raconteur
Carbon accounting software guide for business leaders 2023 Raconteur
How this accounting firm nearly doubled productivity and reinvested the time in its team
The one thing accountants and bookkeepers are always short on is time. Balancing client work, advisory, admin and growing their own teams, all whilst trying to run a profitable practice. This can take its toll on accountants, with our recent State of Accounting research in South Africa revealing that two thirds (64%) experience stress as […]
Goldman taps Siegler to head RIA strategy
The appointment comes as the storied Wall Street dealmaker seeks to build its ultrahigh net worth business while providing support services to independent advisors.