Investors embraced diversification amid shifting monetary policies in September, according to Fidelity International’s list of top-selling funds, shares and investment trusts for ISAs and SIPPs.
Archives for October 2024
Single-entry Bookkeeping: Should You Use It?
As your small business begins to make transactions, you must record them in your books. If you want an “easy” way to track business finances, you may consider using single-entry bookkeeping instead of double-entry bookkeeping. Single-entry bookkeeping lets you record transactions quickly so you can get back to running your business. But what are the […]
True Potential CEO steps down
Daniel Harrison has stepped down as the CEO of Financial Planning-focused wealth management firm True Potential.
Kitces & Carl Ep 148: Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead
“Building in public” is a common piece of advice for tackling new challenges – whether launching content, starting a business, or setting personal or professional goals – as public commitment fosters accountability and motivation, tapping into the human desire to avoid embarrassment. While this approach can be effective, it ultimately poses its own difficulties; for example, […]
Helping Nervous Clients Understand The (True) State Of The Social Security System And What It Means For Their Retirement
Given the frequent news headlines on the (un)sustainability of the Social Security system, many working-age financial advisory clients might harbor doubts about receiving their full estimated Social Security benefits (and many current Social Security recipients might be concerned that they will not continue to receive their full benefits throughout the remainder of their lives). In […]
Senior financial services management lack diversity
White men from higher socio-economic backgrounds are thirty three times more likely to be found in senior roles in financial services compared with women with an ethnic minority background who are also from a lower socio-economic background, according to a new report.
How Mutual Muse took circular fashion from trend to timeless
When you think of ‘circular fashion’ you might think of donating your old clothes and items to local charity shops, or online marketplaces. But what about consignment stores that pay you for your most-loved items and offer credit notes that allow you to refresh your wardrobe at the same time? That’s exactly what Kirsta Hawkins, […]
#FASuccess Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business, With Gaetano Sacco
Welcome everyone! Welcome to the 405th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Gaetano Sacco. Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households. What’s unique about […]
Fifth of people have lost pension pots
A fifth of people (19%) with multiple pensions think they’ve lost track of at least one of their retirement savings pots, according to new research from Standard Life.