Eight in 10 financial advisers (79%) are unhappy with the measured announced in the Budget, according to a survey.
Archives for December 2024
Quilter network adds 5 new AR firms
Quilter Financial Planning has added five new Appointed Representative firms to its advice network.
Financial firms ‘falling short’ on LGBT inclusivity
Leaders in the financial services market are failing to do enough to support LGBTQ+ employees, according to a new report.
How RIAs Can Launch A Private Fund: Legal Requirements And Common Missteps
In the competitive market for financial advice, advisory firms often seek to find ways to differentiate themselves from one another. For firms with high-net-worth clientele, one way to do this is to offer alternative investments, such as private equity, private debt, or hedge funds, which may offer clients the ability to invest in a more […]
Wealth firm searches for integrations: Show Me Your Stack
Chris Grellas co-founded ProsperPlan Wealth in April in Gold River, California, and is seeking vendors who will communicate well with one another.
Women underestimate the importance of state pension
Working women significantly underestimate their reliance on the state pension before retirement, according to a new study.
#FASuccess Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In Just 3 Years, With Eric Franklin
Welcome everyone! Welcome to the 414th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Eric Franklin. Eric is the Managing Partner of Prospero Wealth, an RIA based in Seattle, Washington, that oversees $52 million in assets under management for 80 client households. What’s unique about Eric, though, is how he […]
Mortgage lending past pension age ‘now entrenched’
New data on mortgage lending from the Bank of England has revealed that lending into retirement has remained at a high level despite falling mortgage rates.
Robinhood Acquires TradePMR To Refer Next-Gen HNW Clients To On-Platform RIAs (And More Of The Latest In Financial #AdvisorTech – December 2024)
Welcome to the December 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 the retail brokerage platform Robinhood is acquiring […]
Britons deposit £20bn into cash savings in October
British savers put over £20bn into cash savings in October, the highest deposits ever seen outside of the Coronavirus pandemic.