Bowers CPAs & Advisors acquires Rochester accounting firm The Central New York Business Journal
Archives for January 2024
The top 20 index funds of 2023
Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn’t mean advisors are any more likely to embrace them.
Advisors Are Becoming Better (Not “Faster”) With Advances In #AdvisorTech
For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients. However, another approach advisors can take is to use their technology to do […]
Finli buys £815m AUA Scottish Financial Planner
Wealth manager Finli Group, formerly Solomon Capital Holdings, has acquired Scottish Chartered Financial Planners Clark Gillone for an undisclosed sum. The firm was set up in 1998 and is led by directors David van der Hoeven and Graham Lennox. Finli said the acquisition – its 15th – will expand its national presence while providing key […]
Bitcoin ETFs bring new questions, worries to advisors
Even planners who are willing to entertain investments in digital assets caution that clients should put no more in than they can afford to lose.
The top 20 bond ETFs of 2023
The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.
Weekend Reading For Financial Planners (January 27-28)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. The survey also suggests that a firm’s tech […]
Editor’s Comment: Growth pains
I have some bad news for the Chancellor. The financial services sector, one of the great hopes of the government in terms of jobs and economic revival, is shrinking. At least in terms of the number of FCA-regulated firms. Indeeds thousands of regulated firms have been deauthorised in the past year. This may come as […]
JPMorgan shuffles top managers as Dimon prepares successors
The shuffling comes halfway through the longtime CEO’s five-year retention package.
The Accountant 2 Gets Clarifying Update After Ben Affleck Joins New Netflix Thriller – Screen Rant
The Accountant 2 Gets Clarifying Update After Ben Affleck Joins New Netflix Thriller Screen Rant