Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that amid economic and market headwinds, the pace of RIA M&A activity was slower in January and February compared to the same period last year. If this trend continues, 2023 would be the first year in […]
Archives for 2023
Editor’s Comment: It was all going so well…
There is no getting away from the fact that the plans to launch Pensions Dashboards are in trouble with news this week that the Pensions Minister Laura Trott has stepped in to “reset” the timetable. It’s not clear what’s gone wrong but it’s a fair bet that the aim of the first test connections to […]
Focus go-private deal praised amid industry’s M&A slowdown
Govt to expand auto-enrolment to milions more
In a surprise move today, the Government has backed a Private Members’ Bill which will extend auto-enrolment (AE) pensions to millions more younger people and low earners. If approved by Parliament, which now seems likely with government backing, the minimum age of AE enrolment will be lowered from 22 to 18. In addition the […]
Jump of 89% in ESG fund numbers in one year
The number of ESG-labelled fund products in Europe grew by 89% last year, according to a new study by investment research company Fitz Partners. The study also found that while ESG funds remain cheaper than non-ESG funds their price gap narrowed to 2bps over the last 12 months. In its latest research, Fitz Partners analysed […]
We talk customer journey’s and communications with Reckon’s Senior Marketing Executive
We sat down with Reckon’s Senior Marketing Executive Jess Theuerjahr to chat about customer journeys, communications, email campaigns, and how to get inside the mind of your customers… As Senior Marketing Executive, Jess is primarily responsible for campaign execution, customer journeys, and website content management. Hey Jess, so what was it that drew you to […]
The bookkeeper embracing innovative service offerings
In recent years, many advisors have faced the pressures of being all things to all clients around the clock. But not Jeannie Savage. Through an expanded list of service offerings and a deep reliance on both tech and her team, she’s built a bespoke practice in Cloud 9 Strategic – and her dream lifestyle to […]
Facet CEO Anders Jones says getting your money right is good for the mind, body and soul
Where Fine Dining Meets the Open Road: How to Run a Food Truck
Chances are you’ve eaten at a food truck before. A food truck is a mobile restaurant, often selling food at designated areas, street corners, or festivals and special events. Food trucks may be a great way to turn your dream of owning a restaurant into a reality. If you’re considering running a food truck, you’re […]
Nearly 3 in 10 advisers changed platform in past year
Nearly three in 10 advisers (28%) have changed one or more of their preferred platforms in the last 12 months, according to a new survey. The figure is a significant rise on the previous year when only one in five (19%) changed a platform. According to figures from Defaqto’s newly-released annual Platform Service Review for […]