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Archives for 2024
Evelyn appoints Dubai Planner to north west
Wealth manager and Financial Planner Evelyn Partners has appointed Chartered Financial Planner Mickey Armstrong as a Financial Planner in its Knutsford, Cheshire office, recruiting him from a Dubai firm. The appointment is part of the firm’s continued North West expansion, it said. Mr Armstrong joins Evelyn from AES International in Dubai where he worked as a Chartered […]
Federal court holds Corporate Transparency Act unconstitutional
While acknowledging that the law is well intentioned, the opinion from a U.S. district court in Alabama said Congress lacked authority to enact the business ownership information reporting requirement.
#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz
Welcome back to the 375th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Rob Schultz. Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households. What’s unique about Rob, though, is […]
Watch now: ETF Edge on one of SEC Chair Gensler’s most controversial proposals for ESG
How to Start an LLC in Texas: Getting Your Limited Liability Company Up and Running
Are you thinking of starting a business in The Lone Star State? One of the first steps you have to take is choosing your business structure. You might structure your business as a limited liability company (LLC) for liability protection and pass-through taxation. But getting your LLC up and running takes time, effort, and a […]
The Latest In Financial #AdvisorTech (March 2024)
Welcome to the March 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 advisor lead generation platform Datalign Advisory reached […]
The top 20 ESG funds of the decade
It’s not just good for the planet — socially conscious funds have earned solid returns over the past 10 years. Here are the highest performers.
Weekend Reading For Financial Planners (March 2-3)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Biden administration could seek to release the final version of the Department of Labor (DoL)’s proposed “Retirement Security Rule” this year, potentially with a January 1 effective date, to ensure it goes into effect […]
Editor’s Comment: Can the SJP ’empire’ strike back?
It’s been a torrid week for wealth manager St James’s Place and senior figures could be forgiven for reaching for the Scotch this weekend. Trebles I suspect. The shock announcement the firm would set aside £426m to deal with potential client refunds of ongoing fees, where the promised service may not have been delivered, shook […]