Harry Katz, a retired Certified Financial Planner with more than 40 years experience in financial services, takes a sceptical look at recent concerns that HNW clients are facing a major problem due to rapidly rising Inheritance Tax (IHT) bills. In recent times we’ve all seen the many reports about rapidly rising IHT bills, with […]
Archives for 2023
How Listing Fees On Advisory Firm Websites Can Clearly Communicate The Cost (And Value) Of Planning
When a prospect is looking for a financial advisor, understanding how much they will need to pay can often be a tricky proposition. In part, this is due to the many commission-based advisors whose compensation depends on the sale of insurance or investment products, where the price that a client pays is baked into the […]
Retail technology trends helping businesses in 2023
Despite taking a meaty hit during the pandemic, the retail industry endures as a viable and attractive way to sell goods. But to combat rising interest rates and inflationary pressure, you need to continually evolve your retailing approach and stay on your toes. So, what trends can retail stores embrace in 2023 to keep the […]
Four ways Kiwi small businesses can hit refresh for FY24
The past few months have been a whirlwind for many New Zealanders. From devastating weather events to rising costs of living pressures, it’s been a hugely challenging start to 2023. But the promise of a new financial year brings the chance for small business owners to reset their work routines – creating new habits, goals […]
Rob Sandrew of Integrated Partners on hitting the industry’s constantly moving targets
Scams against retirees soared to ‘crisis’ levels in 2022
Weekend Reading For Financial Planners (March 18-19)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that just weeks after introducing its own self-clearing platform, RIA custodian Altruist announced this week that it is acquiring fellow custodial platform Shareholder Services Group (SSG), a move that will make the combined RIA custodial platform […]
Editor’s Comment: A radical Chancellor?
This year’s Budget has baffled me more than most. I still cannot get my head around why a seemingly highly conservative Chancellor Jeremy Hunt threw out a decade of pensions taxation policy and effectively said “to hell with it.” Scrapping the LTA, and significantly increasing other pensions saving allowances such as the Annual Allowance by […]
T3 2023 news: Altruist buys SSG, Envestnet upgrades MoneyGuide and more
SIPP provider in default after nearly 500 claims
SIPP provider DAC Pensions – which had more than 600 clients and nearly £27m in assets under administration – has been declared in default by the FSCS, opening the door to compensation claims. The FSCS said it had received 482 claims against DAC Pensions (FRN 774721), all connected to SIPPs. So far, four of the […]