Is your small business a great place to work? Reckon is! For 2024-2025, Great Place To Work has stamped its seal of approval and determined that Reckon is an industry leader in nurturing our employees and providing a safe workplace. So, who is Great Place To Work, and how did Reckon measure up? About Great […]
Archives for September 2024
Reckon named “Great Place to Work”
Is your small business a great place to work? Reckon is! For 2024-2025, Great Place To Work has stamped its seal of approval and determined that Reckon is an industry leader in nurturing our employees and providing a safe workplace. So, who is Great Place To Work, and how did Reckon measure up? About Great […]
Bank of America names leaders to align wealth, investment bank units
Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America’s investment bank, Merrill and the firm’s private bank.
Loyal North adds 2 acquisitions to boost AUM by £56m
Fast-growing Financial Planning and wealth management group Loyal North has completed two more acquisitions in Hertford and Essex, adding £56m in AUM.
#FASuccess Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other Advisory Firms, With Eric Stein
Welcome everyone! Welcome to the 403rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Eric Stein. Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 […]
Xero to acquire Syft to enhance reporting and insights capability
We know how important it is for small businesses to have access to powerful insights to help them run their business better, no matter the economic environment they’re facing. To accelerate our mission to provide powerful insights, we are thrilled to share that Xero is acquiring Syft, a leading global cloud-based reporting, insights and analytics […]
3 client scenarios that highlight tax advantages of donor-advised funds
The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.
180 new Financial Planners graduate from SJP Academy
The St James’s Place Financial Adviser Academy has welcomed a further 180 qualified advisers to a new career in Financial Planning.
7 Lessons Learned Launching A Sustainable Business Model To Serve (And Attract!) Profitable Millennials And Gen Z Clients
The business model of many financial advisory firms revolves around serving clients who are able to pay a certain minimum in annual advisory fees, which reflects not only the value that the advisor can provide for the client, but also the amount that the advisor must charge in order to provide the level of deep […]
Advisors are using AI to boost productivity. See how at ADVISE AI
Leading financial advisors and AI developers will show how the industry can save hours in back-office workflow, generating more time with customers, at Financial Planning’s upcoming conference, ADVISE AI.