Ahead of the FIFA Women’s World Cup 2023, we sat down with Karen Bardsley to find out her perspective on the growth of the women’s game. Karen was goalkeeper for the England Women’s team, and she played for and now oversees the women’s teams at Manchester City F.C. Q: When you were younger, did you […]
$17B branch Concurrent picks PKS after leaving Raymond James
The hybrid RIA is “out of the woods” after completing its giant custodial and brokerage transition in recent months, CEO Nate Lenz tells FP.
#FA Success Ep 342: Scaling To $1M Of Financial Planning Fee Revenue By Specializing In The Divorce Niche, With Nancy Hetrick
Welcome back to the 342nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Nancy Hetrick. Nancy is the Founder and CEO of Smarter Divorce Solutions, a consulting firm based in Phoenix, Arizona that provides financial expertise to individuals and couples (and sometimes, mediators and attorneys) going through the divorce process. […]
HL says no decision yet on ‘under fire’ chair
Investment provider Hargreaves Lansdown said today that no decision has been taken on whether under fire chair Deanna Oppenheimer will step down early, despite media reports suggesting she will leave soon. In a statement today the Bristol-based firm said: “No decisions have been taken at this time.” Sky News and other outlets have reported that […]
Citi earnings show struggles with wealth management ambitions
The firm’s Wealth at Work division delivered strong results while the private bank stumbled.
5 years before and 5 years after retirement: 5 steps to take
Three accomplished personal financial planners explain how to enrich clients’ lives in the final years of employment and the first years of retirement and beyond.
Coutts creates head of Financial Planning role
Wealth manager and private bank Coutts – part of the NatWest group – has turned to Nutmeg’s Laura Kingman to take on its newly-created role of head of Financial Planning. At Nutmeg she was executive director of wealth services. She has previously had extensive experience of working in a range of transformational and leadership roles in […]
Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that “advisor training and education” wasn’t really about finance or advice… it was mostly just about learning how the company’s products worked and how to effectively sell them to consumers. But as technology (in particular, […]
Parents are struggling to save for both retirement and college
To pay for their kids’ education, many Americans are postponing their golden years — or cracking open their 401(k)s.
Wells Fargo wealth profits fall on lower asset-based fees
Despite the recovery of stock values over the past few months, the bank’s wealth unit still fell short of last year’s earnings.