Prime minister Rishi Sunak surprised quite a few people this week with an unexpected announcement direct from No.10 that financial cold calling will be banned. We are still short of a few details but he at least seems determined to grasp the thorny, but increasingly painful, nettle of financial fraud. The move is a timely […]
Archives for 2023
Continuum Q1 assets up 13% to £1.72bn
Plymouth-based national IFA Continuum has reported assets under influence up 13% year-on-year to a record £1.72bn at the end of the first quarter of 2023. The firm says the growth in assets marks the 35th consecutive quarter of growth. The quarter also saw Continuum add new advisers, boosting the total to 63. During Q1 2023 […]
FCA launches further raids on crypto ATMs
The FCA has stepped up its crack down on illegal crypto ATMs. The watchdog has used its powers to inspect cash machine sites in Exeter, Nottingham and Sheffield suspected of hosting illegally-operated crypto ATMs. The inspections were part of a joint operation with the South West Regional Organised Crime Unit, Yorkshire and Humber Regional Organised […]
Poor ESG returns putting off HNW investors
High Net Worth individuals are being put off ESG investments due to poor returns, scepticism and mistrust, according to a new study by a Chartered Financial Planner firm. Four out of five HNW clients (80%) do not see climate change as a priority, the study by wealth manager Saltus Wealth found. This attitude and poor […]
What do businesses want to see in the 2023-24 federal budget?
With this year’s 2023-24 federal budget due to drop at 7:30 pm AEST on Tuesday 9 May 2023, the Reckon team investigate what our very own community of small business owners hope to gain from it. Various forecasts and commentary on Australia’s fiscal wishes and concerns have been swirling the news as of late. So, […]
FINRA: Broker numbers up for first time in years
Recognising ‘Orange Girl’ on a remarkable 17 years at Xero
Today, I want to take a moment to recognise a truly remarkable member of the Xero team, Catherine Walker, aka “^OG” or “Orange Girl.” Catherine was part of the founding Xero crew, and after nearly 17 years, is our longest-serving employee and has seen Xero grow from its humble beginnings on her dining table in […]
4 key benefits preventive maintenance reaps from connected worker platforms
Companies are adopting connected worker technology to both advance their digitisation efforts and respond to an increasing demand for these platforms across different sectors. This is because connected worker technology helps streamline daily operations and improve the quality of routine workflows, says Eric Whitley, director of smart manufacturing at L2L. Implementing connected worker technology transforms […]
Evelyn adds 2 Planners to Bristol team
Wealth manager and Financial Planner Evelyn Partners has added two Financial Planners to its Bristol team. Adam Deacon joins Evelyn as an associate director from Fidelius Group and Azets Financial Planning where he was senior Financial Planner. Mr Deacon will be responsible for providing bespoke, holistic Financial Planning advice to clients including business owners. Mr […]
Kitces & Carl Ep 111: Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To)
One of the biggest challenges faced by solo financial advisory firm owners as their firms grow and encounter capacity issues is deciding whether (and when) to hire an employee. While hiring staff members can offer a helpful lift in reducing capacity constraints for the firm owner, it also comes with its own burdens such as […]