The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.
Archives for 2024
Weekend Reading For Financial Planners (January 27-28)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. The survey also suggests that a firm’s tech […]
Editor’s Comment: Growth pains
I have some bad news for the Chancellor. The financial services sector, one of the great hopes of the government in terms of jobs and economic revival, is shrinking. At least in terms of the number of FCA-regulated firms. Indeeds thousands of regulated firms have been deauthorised in the past year. This may come as […]
JPMorgan shuffles top managers as Dimon prepares successors
The shuffling comes halfway through the longtime CEO’s five-year retention package.
The Accountant 2 Gets Clarifying Update After Ben Affleck Joins New Netflix Thriller – Screen Rant
The Accountant 2 Gets Clarifying Update After Ben Affleck Joins New Netflix Thriller Screen Rant
Quilter Cheviot appoints new CEO from UBS
Discretionary wealth manager Quilter Cheviot has appointed Caroline Simmons as its new chief investment officer. She will join the business in March. She replaces Duncan Gwyther and Alan McIntosh who are both retiring after a combined 53 years with Quilter Cheviot. Ms Simmons joins from UBS Global Wealth Management where she has been CIO of […]
Kitces & Carl Ep 130: Helping Everyone You Can Vs Getting Paid What You’re Really Worth
Few service industries have as much potential to impact lives as financial advice, and it’s that very ability for financial advicers to help their clients achieve positive outcomes that can often compound for decades and beyond that make the profession deeply satisfying for so many. It’s no wonder, then, that the profession attracts individuals who […]
How can accountants harness artificial intelligence?
The accounting profession will not be immune to recent and future advances in AI. There’s a lot of hand wringing out there in the accounting community, among others, about how AI might impact their jobs or even make them obsolete. This is the wrong way to think about AI. As with the advent of cloud […]
Thomas University is adding a new accounting bachelor’s degree program – WTXL ABC 27 Tallahassee News
Thomas University is adding a new accounting bachelor’s degree program WTXL ABC 27 Tallahassee News
Stifel’s wealth management unit thrives, even as overall profits tumble
The St. Louis-based firm’s earnings fell by 8.4% in last year’s fourth quarter. But its wealth management business could not be stifled.