We recently sat down with Reckon’s Partner Engagement Manager Andrew Hellier to chat about his experience in building valuable partner networks and cultivating meaningful relationships and events. Can you tell us a bit about what you do here at Reckon? Sure, my role at Reckon as the Partner Engagement Manager essentially is to act as […]
A simple way to build team culture
As a team of seven spread across four different states, maintaining strong connections and team culture is paramount. Initially, I considered meeting each person individually for catch-up sessions in person. However, I soon realised that fostering these connections shouldn’t be limited to one-on-one interactions; it’s about all of us connecting with each other. This realisation […]
Merrill placing bets on training, organic growth for bigger slice of wealth pie
Despite recruiting efforts, firms have struggled to bring in new blood, making retention more important than ever.
Move from Ameritrade a long and bumpy road for RIAs and Schwab
In the largest-ever conversion, issues are bound to come up. With some dust settled, what’s the outlook for the giant custodian’s dominance?
Weekend Reading For Financial Planners (November 4-5)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Department of Labor this week released its long-awaited “retirement security rule”, its latest effort to curb conflicts of interest around retirement savings recommendations. Among other measures, the proposal would amend the current 5-part test […]
Editor’s Comment: A triumph over adversity
This week’s Personal Finance Society Annual Conference was a triumph over adversity, in more ways than one. The first triumph was over the weather. Despite all that Storm Ciaran could throw at the venue, the new ICC in Newport, South Wales, the vast majority of those registered (1,241) turned up (959). Fortunately the weather […]
Elon Musk says his new startup xAI will debut its artificial intelligence Saturday
Elon Musk said Friday that his AI company, xAI, will debut its technology on Saturday.
FCA bans ‘incompetent’ £125m pension transfer adviser
The Financial Conduct Authority has banned financial adviser Geoffrey Armin for “seriously incompetent” advice on £125m of pension transfers which resulted in losses for clients of nearly £4m. Despite the losses and the fees he earned, Mr Armin has not been fined by the FCA but has been ordered to pay £200,000 to the FSCS to […]
ICO fines firm £55k for making 21,000 pension calls
The Information Commissioner’s Office, the data regulator, has fined marketing firm MCP Online Ltd (MCP) £55,000 for making nearly 21,000 unsolicited calls about pensions to consumers. Between 1 January and 28 September 2022, MCP, of Wenlock Road, north London, made 20,939 unwanted direct marketing calls to people who were registered with the Telephone Preference Service […]
Maximising productivity in remote work: the essential tips you need
Guest post by Erika Witt Remote work has revolutionised the way we approach our professional lives. It offers the freedom to work from the comforts of our homes or any corner of the world. And the comfort of working remotely has many other benefits to enjoy. But, from juggling household chores and family responsibilities to […]