Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.
New Progeny CEO as Neil Moles steps down
Financial Planner and professional services firm Progeny Group has appointed Tom Wood as chief executive to replace founder Neil Moles who is stepping back from the business.
#FASuccess Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise, With Kay Lynn Mayhue
Welcome everyone! Welcome to the 422nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kay Lynn Mayhue. Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households. What’s unique about […]
Canada Life appoints new retirement MD
Canada Life has appointed Peter Maddern as managing director of retirement, to succeed Tom Evans, who is leaving the business to pursue a new opportunity.
Automation Strategies, Costs, And ROI: How I Leveraged Zapier To Streamline Lead Management
Operating a financial advisory firm often requires managing large amounts of data, from prospective client contact details to current clients’ investment performance, which can create bottlenecks as advisory firms scale and their data systems multiply. The process can be particularly time-consuming when data is stored across multiple systems (or, worse, on paper) and must be […]
JPMorgan boosts Dimon’s pay to $39M after record profit
Last year saw the biggest U.S. bank break its own record for profitability.
Janney Montgomery Scott looks inward to promote new CEO
New chief executive Tony Miller has served as president of the large regional brokerage firm since 2023.
Weekend Reading For Financial Planners (January 25–26)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek positions that […]
CISI Financial Planning Week 2025 launching on Monday
The CISI’s Financial Planning Week – its annual campaign to promote the benefits of Financial Planning to the whole of the UK – gets under way on Monday.
ONS wealth survey highlights ‘chasm’ between rich and poor
Property and pensions are the key elements of household wealth, according to the latest Wealth & Assets survey from ONS – but households have hugely different ownership of both.