Get the business accounting skills you need for 2023 and beyond.
Archives for 2023
Edward Jones moves to cement Secure 2.0 wins for advisors
Weekend Reading For Financial Planners (Jan 21-22)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level. While it remains to be seen whether the measures will actually […]
Editor’s Comment: Cost crisis affects planners too
Many pundits have put forward the view that the Financial Planning sector has been little affected by the cost of living crisis and economic uncertainty. The sector is, of course, one of the fastest growing in the UK and I would support the view that planning is set for more growth and M&A activity. That […]
‘Impasse’ must stop says PFS CEO
PFS interim CEO Don MacIntyre has called on the CII to end the dispute between the two organisations and negotiate over its plans to take control of the PFS board. Mr MacIntyre said the damaging “impasse” between the two organisations must end and a compromise reached for the good of both organisations. Mr MacIntyre issued […]
300 FCA-authorised firms failed to survive year one
Latest FCA data has revealed that 300 newly-authorised firms failed to survive their first year and nearly 3,000 firm did not make it to their fifth year. The figures, analysed by Autus Data Services, show a high rate of attrition rate of firms. Despite this the number of individuals working in FCA-authorised firms grew by […]
Why Merrill, bucking trend, won’t offer independent model for advisors
Fintech Altus rebrands as Equisoft after takeover
Fintech Altus is to rebrand as Equisoft following its takeover by the global financial services software firm Equisoft. Altus says that while names are changing there will be no change to products and services. {loadposition hidden2} The name change will take effect starting 24 January. Business areas moving under the Equisoft name include: •Altus Transfer […]
Clients ditch advisors who are bad communicators. Here’s what to do
Is Private Debt Worth Considering As An (Alternative) Asset Class In Client Portfolios?
Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market. However, less well-known is the related but distinct asset class of private debt, […]