The financial services giant lets wealthy clients pick and choose things like assistance with cybersecurity, alternative investments and estate planning.
Archives for 2024
Staffs adviser defaults after pension transfer claims
Staffordshire-based advice firm Norrix Financial Services Ltd (FRN: 224577) has been declared as in default by the Financial Services Compensation Scheme (FSCS).
What Trump’s next administration will mean for financial regulation
Whoever is named SEC chair by the president-elect is likely to take a lighter hand on crypto, AI and “regulation by enforcement.”
Job hoppers save £15,000 more into pensions
People who have switched jobs multiple times have £15,000 more in pension savings than the average person, mainly because they end up earning more than the average.
#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala
Welcome everyone! Welcome to the 412th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Anjali Jariwala. Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. What’s unique about […]
Morgan Stanley wealth head bets on reinvestment over recruiting
Jed Finn says the firm’s wealth unit could easily meet its operating margin goals if it simply stopped spending money to support advisors. But it’s not about to do that.
Highlights From The Advise AI Conference 2024
In recent years, AI has become an increasingly common feature in advisor technology. The possibilities at the intersection of AI and financial advice are exciting – faster processes, better connections, less time on ‘busy work’ – but also come with uncertainty about the future of the field. What might the field of financial advice even […]
Succession Wealth snaps up £1.1bn AUA True Wealth
Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.
What do Trump’s reelection, Fed rate cuts mean for small-caps?
Experts and advisors say they are cautiously optimistic about the future of small caps in the coming years.
How financial advisors are going full-RIA — with a ‘brokerage’
More planners are dropping their FINRA registration but keeping some ties to independent wealth management firms once thought to be in a different channel.