Archives for 2023
Kingswood SPAC making a novel bet on hybrid RIAs
‘Secret agreement’ charge fuels FINRA’s move to overhaul arbitrator selection
6 Ways to Improve Tight Margins in Your Restaurant
With the past two years of Covid behind us, we would all hope to start seeing great margins come back. However, even in a post-Covid time, there are still a lot of things that are jeopardizing those margins. Things like higher food costs, supply problems, and consumer behaviors have changed. Restaurant owners now see trends […]
PFS President Caroline Stuart quits over CII row
PFS President Caroline Stuart has quit the PFS board today with immediate effect. In a statement released at lunchtime, she says she is resigning with the “deepest sadness” and has called on PFS members to halt the “strip mining” of the PFS’s funds and to fight for the future of the body. Ms Stuart was […]
PFS member directors call for an EGM
PFS member directors and co-opted advisers on the PFS board have called for an Extraordinary General Meeting to be held in the next two weeks to find a way forward from the current deadlock with parent body the CII. In a statement released this morning from member directors and co-opted advisers on the PFS board, […]
Mattioli reports revenue up 10% but inflows fall
Wealth manager and SIPP provider Mattioli Woods has reported revenue rose by 10% to £54.9m (1H22: £49.9m) for the six months ended 30 November. Despite the higher revenue, gross inflows fell by £70.3m from £384.4m last time to £314.1m. In a trading update today, the firm said recent trading performance had been “resilient” against complex macroeconomic […]
Flexibility is a must in trusts. Here’s how advisors can help
Why you need to rank higher on Google Maps and in Google Reviews
When trying to be found online, there’s been a shift in consumer behavior you need to be aware of. More than ever, potential customers will find your business by searching ‘near me’ on Google Maps instead of a regular Google search. Furthermore, an increasing number of customers will also filter out their options by only […]
PFS Regional Committees hit by mass vacancies
Mass vacancies are becoming increasingly in evidence at some of the Personal Finance Society’s regional committees. Nearly all regional committee officer posts at two local branches, Plymouth & Cornwall and Central Scotland, are vacant. All officer positions at the Plymouth & Cornwall regional committee are empty. There are also substantial vacancies in three other committees: Stamford, Surrey and […]