Fintech and investment provider Timeline has partnered with The Pension Lab to offer a digital solution to automate and streamline the Letter of Authorisation (LOA) process for advisers.
Archives for 2024
Platform losses are not an excuse to keep cash interest – FCA
Some investment and SIPP providers have been retaining interest earned on cash-holdings to subsidise loss-making platforms, according to an FCA study published today.
1 in 3 well off over-60s failing to save for later life care
Nearly three in 10 (28%) of over-60s with over £200,000 in investable assets or household income have failed to ring-fence money to fund later life care they may need, a new report says.
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 […]
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.