Technology advancements are continuously reshaping not only the way we work, but fundamentally how we operate across nearly every industry. With new innovations unlocked almost daily — each with a unique promise to transform how we do business — how do busy small businesses and their advisors separate the fad from the fancy? We’ve been […]
Archives for 2023
Five steps to a seamless payroll year end
It’s that time of year again. As summer winds to a close, the days will start getting shorter as the workload ramps up. For those working in payroll, that can only mean one thing: year end is approaching. There are four key changes in New Zealand payroll calculations for the new financial year: Adult minimum […]
I was a big bank diversity hire. It didn’t go well.
The HSA ‘Deathbed Drawdown’: Making Tax-Efficient Distributions Of Large Balances (When There Isn’t Much Time)
Health Savings Accounts (HSAs) feature useful tax advantages that make them a popular savings vehicle. In addition to allowing for tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses (the so-called ‘triple tax benefit’), HSA funds can be invested and allowed to grow for the long term – which has led many people […]
Succession targeted in cyber attack
Wealth manager and Financial Planner Succession Wealth – recently bought by Aviva for £385m – has been targeted by fraudsters with a cyber attack. The wealth manager said it has launched an investigation into how the attack happened, and has introduced further security measures. Succession did not share more details of the nature of attack […]
Gen X’s pedal-to-the-metal moment in saving for retirement
#FA Success Ep 320: Navigating Hyper-Growth To Achieve Platform Scale For Independent Advisors, With Jim Dickson
Welcome back to the 320th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jim Dickson. Jim is the CEO and Founder of Sanctuary Wealth, an RIA platform with 80 partner firms in 29 states that collectively oversee nearly $25 billion in assets under management. What’s unique about Jim, though, is […]
Swedish wealth manager enters UK market
Swedish wealth manager Söderberg & Partners has revealed plans to enter the UK adviser market. The firm aims to partner with up to 1,000 financial advisers in the UK within five years, it said. The plan is to establish and build an independent financial advice and investment management business in the UK. To spearhead the […]
Reckon’s 2022 annual report – CEO Sam Allert breaks down the results
2022 was certainly a landmark year for Reckon. Our full-year results cap off a particularly strong 12-month period where Reckon cemented its position as a leading, innovative technology company that has the capability to deliver outstanding returns for shareholders, fund its growth through ongoing R&D spend and strengthen its balance sheet with a material reduction […]
Kent pension transfer firm fails
The FSCS has declared in default Maidstone-based retirement adviser H&F Financial Limited (FRN 778297). The firm was declared in default by the FSCS on Friday with three claims against it. All of the claims are pension transfer related, but not BSPS-connected, the FSCS said. The declaration of default opens the doors to former clients of […]