Archives for 2023
Achieving Career Growth With An Ownership Mindset And Finding Where To Create The Most Positive Impact
From the sudden changes to everyday life brought on by the pandemic to navigating the new world of hybrid or remote work, employees have endured a challenging few years. At the same time, this shock to the system has led many individuals to reflect on where they are in their careers today and where they […]
CFP Board seeks to unleash the beauty of planning careers
Black-owned RIA leader: How wirehouses can improve on DEI
It’s official: 2022 was the best annuity sales year in history
Weekend Reading For Financial Planners (Jan 28-29)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses. By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have […]
Editor’s Comment: Rise in firm failures must stop
The year has not started well for the adviser sector with nearly a dozen firms already declared as failed by the Financial Services Compensation Scheme. I know this infuriates the vast majority of decent, highly qualified and hard working Financial Planners. Month after month they have to look on as a procession of often dismal […]
Derby Financial Planner joins Continuum
Derby-based Chartered Financial Planner Jamie Lavery has joined national IFA Continuum to look after the Derbyshire area for the Financial Planning focused business. Mr Lavery has more than 16 years of experience in wealth management. He has worked closely with families, business owners and professionals to deliver holistic Financial Planning solutions. He has an MA in […]
Pension tax reform needed to meet Hunt’s plan
Pension experts have called for pension tax reform to help meet Chancellor Jeremy Hunt’s call to get more people back into work, including older workers, to help Britain. Mr Hunt was setting out his long-term vision for how to boost the UK’s economy. In his first big speech since November’s Autumn Statement today, he said […]
New Year new business. What can you improve in 2023?
Every new year comes with unique challenges and boundless opportunities for your business. The trick is to come prepared for success. The other trick is to be active in planning for it, before the year gets ahead of you. So, as the country wakes up from the festive season slumber and the new year grinds […]