Archives for 2023
Chartered Planner acquires London Planning firm
Expanding Chartered Planner HFMC Wealth has acquired central London-based Chartered Planner firm R&S Financial Planning. HFMC says the deal will strengthen its London office and increase its HNW client base. R&S Financial Planning client-facing staff will be retained by HFMC. R&S founder Vince Lane will continue to oversee his key client relationships and the team […]
#FA Success Ep 316: Building A COO Society To Help Advisory Firms Scale Up Their Efficiency, With Matt Sonnen
Welcome back to the 316th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Matt Sonnen. Matt is the founder & CEO of PFI Advisors, a consulting firm based out of Redondo Beach, California, that assists wirehouse advisors with the operational transition support they need to break away, and trains and […]
Freelancing mistakes and how to easily avoid them
Diving into the freelancing world for the first time is a rewarding adventure. However, the ease of which you can make whopping mistakes may surprise you. These simple freelancing mistakes can spell serious trouble down the track, so pay heed. While it’s easy to misstep, it can be just as simple to avoid these mistakes […]
How to protect your clients from scams and fraud
Why we’re proud to be one of Canada’s great places to work
At Xero, we take pride not just in the work that we do every day to help accountants, bookkeepers and small businesses around the world, but also in how we try to create a workplace culture where our people love coming to work each day. This is why we’re incredibly proud to now be certified […]
SJP study uncovers pensions splitting anomalies
A study for wealth manager St James’s Place has revealed major regional differences in pension sharing on divorce, some of which could negatively affect women. An SJP study found that in Northern Ireland pensions are shared in only one in 14 divorces compared to one in eight in England &Wales figures. SJP found that since […]
Can Time Blocking Make Advisors Happier And More Efficient?
One of the most important aspects of emotional wellbeing is having a feeling of control over one’s time. Indeed, financial advisors often describe one of the benefits of financial planning as helping people take control of their time by giving them the financial freedom to do what they enjoy. And likewise, for advisors themselves, one […]
