Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client. However, there is no standard style of what is included […]
Investor attorneys to press SEC, Congress on RIA arbitrations
After the regulator’s report raised questions about fairness to investors, PIABA is seeking new rules that would require advisory firms to make it easier to file complaints.
#FA Success Ep 343: The Evolution Of Super-OSJ Platforms To Support Independent Advisors, With Rita Robbins
Welcome back to the 343rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Rita Robbins. Rita is the Founder and President of Affiliated Advisors, a Super-OSJ with Royal Alliance that provides support to 90 financial advisors and collectively oversees $3.5 billion in assets under advisement. What’s unique about Rita, though, […]
Retirement costs soar by a fifth
The annual cost of a comfortable retirement has increased by nearly a fifth in the last two years as average spending by retired households climbs to £23,675 a year, new analysis of the latest Government data has shown. Pension provider iSIPP said retired households aged between 65 and 74 now spend £455.30 a week, adding […]
6 ways to gain a competitive edge in a changing bookkeeping landscape
Alex Alexandrou, General Manager of Reckon, chats about emerging trends in bookkeeping and how to get a genuine edge. In an industry that’s being rapidly shaped by technology and changing practices, keeping yourself sharp and competitive is key to thriving. Here, Alex breaks down his 6 top tips for staying relevant in the bookkeeping and […]
1 in 5 Americans don’t think they’ll ever retire, study finds
For decades, Americans have been retiring later and later in life. Now 20% of the population is giving up on the idea altogether.
Academic Research Vs Industry Experience: Evaluating The Value Of Practice Management Advice
As a financial advisor, there are many potential sources of advice on running a practice and serving clients, from fellow advisors to coaches to academic researchers and others. Sometimes, it can be tempting to rely solely on the advice of those with an ‘in-the-trenches’ perspective, as these individuals have actually lived out a similar experience […]
LifeSight links with Octopus to offer money guidance
LifeSight, the defined contribution master trust owned by Data analysts WTW, has partnered with Octopus Money to provide one-to-one money guidance for its members to support their financial wellbeing. They will receive support tailored to their personal circumstances, as well as access to group webinars and other resources to support longer-term Financial Planning. The one-to-one support will allow LifeSight […]
Using AI to help advisors find the right words
Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.
Kenvue CEO says consumers are spending on brand-name health products even as they pull back in other areas
Thibaut Mongon’s remarks follow Kenvue’s second-quarter earnings beat, which was fueled by resilient demand for brands like Band-Aid, Tylenol and Aveeno.