How financial advisors can vacation without interruption
Intense Life Desires As summer and the July 4 holiday approaches, financial advisors might be ready to step...
Expense Tracking
Investors pull £622m from US equity funds
The Investment Association attributed the falls to a “significant shift in sentiment” due to uncertainty...
Raymond James grabs advisors managing $1.1B from Ameriprise
The Financial Industry Regulatory Authority has repaid $50 million to its members. The money comes...
Weekend Reading For Financial Planners (July 5–6)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
FSCS recovers over £56m from failed firms
FSCS CEO Martyn Beauchamp The Financial Services Compensation Scheme recovered more than £56m from failed...
When AI wastes more time than it saves for advisors
Why should financial advisors use AI? To hear AI providers tell it, it’s because the...
1 in 6 in dark on who will inherit their pension
Many older pension savers are in the dark about who will inherit their unused pensions...
Why financial advisors chase certifications clients ignore
When it comes to professional certifications, there’s no shortage of niche options for financial advisors...
Canada Life looks to Scottish Widows for new UK CEO
Emma Watkins will join Canada Life in September Former Scottish Widows senior executive Emma Watkins...
One Big Beautiful Bill’s impact for financial advisors and clients
After President Donald Trump’s Republican allies raced to meet their July 4 deadline to pass...