Investment platform InvestEngine has launched a zero-fee SIPP offering for new and existing customers.
Archives for December 2024
Merry Christmas, from FINRA: Home office updates due Dec. 26
The deadline is fast approaching for brokerages to register home offices for employees performing supervisory functions.
Weekend Reading For Financial Planners (December 14–15)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees […]
Vanguard adds £4 monthly fee to cover rising costs
Investment manager Vanguard is adding a £4 monthly fee to most accounts for balances up to £32,000 as it strives to meet rising costs.
Pay rises of up to 7.55% end TPR strike action
Hundreds of members of the Public and Commercial Services (PCS) union have settled their long-running pay dispute with The Pensions Regulator, with some staff receiving increases of 7.55% and average pay rises of 5%.
How a newly unified GOP government will affect ETFs
CFRA Research analysts predict the incoming Republican administration and houses of Congress will make waves in ETF investing.
Kitces & Carl Ep 153: Evaluating The Tradeoffs That Come With Retaining ‘Legacy’ Clients
There’s an old joke in the financial planning industry that the ideal client is “anyone with a pulse”. For advisors just starting out, that sentiment often rings true – every prospect willing to pay for their service feels like an opportunity. However, as their firms mature, advisors often notice a divide manifesting between newer clients […]
How advisors guide clients with year-end charitable giving
Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.
FCA wants to help millions avoid pensions blunders
The Financial Conduct Authority has published new proposals to provide ‘targeted’ support to millions of pension savers to help them avoid costly mistakes.
How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning?
“How much can I spend in retirement?” is perhaps the most fundamental question a client brings to their advisor. Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform […]