Independent broker-dealers have found happy acquiring grounds in the insurance industry in recent years, as sellers seek to avoid heavy regulation and thinner margins.
Archives for October 2024
Transact offers ‘more efficient’ document delivery
Adviser platform Transact has linked with fintech provider Moneyinfo to offer what it calls a new approach to document delivery.
#FASuccess Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors, With Michael Kramer
Welcome everyone! Welcome to the 406th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 billion in assets under management for 1,300 client households. What’s unique about […]
Tech Spotlight: GReminders on streamlining and shrinking the tech stack
End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.
What’s new in Xero – October 2024
This month’s Xero product updates include exciting new features and enhancements to streamline your workflows and boost productivity. From rolling out new tools for our accountants and bookkeepers, to improvements to the Xero Accounting app, and tools for managing inventory, Xero’s October updates offer valuable enhancements for both small businesses and advisors alike. Read on […]
FCA will review financial advice consolidation
The FCA said today it will undertake a review of consolidation within the financial advice market.
Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that digital estate planning platform Wealth.com has raised […]
Weekend Reading For Financial Planners (October 5–6)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver […]
Time for consolidation of DC pensions market
Investment company Abrdn has called for further consolidation of the DC pensions market to invest in a wider range of asset classes that could support growth of the UK economy.
CII publishes 2025 qualifications brochure
The Chartered Insurance Institute has published its 2025 qualifications brochure, which offers a range of career and educational pathways for insurance and personal finance professionals and Financial Planners.