Anna N’Jie-Konte and Keith Beverly are aiming for big growth through recruiting and M&A deals aligned around the mission of changing wealth management.
Charitable giving strategies that maximize client impact
Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.
Financial education standards are failing, and advisors say that hurts their clients
A new report from the National Financial Educators Council argues that current school mandates for financial literacy are subpar.
Editor’s Comment: Professional bodies get sexy(-ish)
There was a time when the professional body sector was reassuringly dull. An oasis of calm, grey in a sea of volatile and excitable financial services. That seems to be changing quite rapidly if the examples we’ve seen this week are anything to go by. In business terms, the professional body sector is getting just […]
A Goldman Sachs partner’s sexually explicit video led to millions in settlement
Former Goldman partner Adam Dell, 53, was accused of sending graphic footage of himself to a junior staffer in 2020.
Nearly 1 in 2 women say they fear pension poverty
Nearly 1 in 2 women over 50 say running out of money during retirement is one of their biggest financial concerns, compared to only 1 in 3 men of the same age. According to a survey of over-50s by provider SunLife, women over 50 are only half as likely as men over 50 to have […]
Chartered Planner joins Continuum Wiltshire team
National IFA Continuum has expanded its team in Wiltshire with the hiring of Chartered Financial Planner Stephen Hall. Mr Hall joins Continuum after 13 years at Positive Solutions and has been working in the advice sector for 23 years. Last year fund manager and wealth manager M&G acquired 49.9% of Continuum for an undisclosed sum. […]
Ex-Notre Dame football stars boost former athletes’ health and wealth
The Life After Notre Dame program offers one-time Fighting Irish players five pillars of support, with financial issues a key component of its national aspirations.
Odey AM set to be partially dismantled
Odey Asset Management is to be effectively partially dismantled and its funds and staff moved to other managers following concerns about the company over a reported FCA investigation. In a statement today, Odey AM LLP said that the firm was in “advanced discussions” for rehousing funds and transferring some fund management activities and individuals to […]
Smaller Social Security COLA to tighten vise on retiree budgets
The Senior Citizens League worries the increase won’t be enough to keep up with rising prices for housing and healthcare.