Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are still important for prospective customers.
Archives for February 2025
Weekend Reading For Financial Planners (February 15–16)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news of a recent survey indicating that while overall client satisfaction with their financial advisors remains high at 95%, potential threats to client retention lurk beneath the surface, particularly amongst clients who experience a major windfall or […]
What Is an Invoice? That’ll Be $400, Net 30
Your roof starts leaking. So, you hire a contractor to put in a new one. At the end of the job, you receive a piece of paper—an invoice—from the contractor billing you for their services. And if your business sells goods or services to customers and doesn’t collect money immediately, you’ll also have to send […]
HNW client confidence dives to record low
High Net Worth Individuals (HNWI) say their confidence in the economy has almost halved since Labour came to power, according to a new report by wealth manager Saltus Wealth.
‘DEI’ is under attack. What does that mean for investors?
Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms’ sincerity all along.
Chair of The Pensions Regulator to step down
Sarah Smart, chair of The Pensions Regulator, is to step down in July after nearly 10 years on the TPR board.
3 strategies to optimize client home sales in a post-commission world
Financial planners don’t need to be real estate experts to provide meaningful guidance to home-selling clients while demonstrating the value of holistic advice.
Turning cash flow into cash now with Paidnice
“When my debtor workflow is turned off, people stop paying me almost immediately.” This stark observation from Haley Reyners, founder of My Two Cents Accounting Services, highlights a common challenge facing small businesses. For her accounting and advisory firm, which is based in Northland, New Zealand, having over $60,000 tied up in outstanding invoices wasn’t […]
“How Much More Will I Get?”: Calculating The Impact Of WEP And GPO’s Repeal On Social Security Benefits
When the Social Security Fairness Act was signed into law on January 5, 2025, it came as a relief to many recipients of state or local government pensions whose Social Security benefits had been, up until now, reduced by the Windfall Elimination Provision (WEP) for individuals claiming retirement benefits under their own name, or the […]
Pay soared in 2024 for the CEOs of these five big banks
Large banks are starting to disclose the compensation they awarded to their CEOs last year. Early signs point to a bounceback after CEO pay fell in 2023.