WBR launches online tax calculator to help assess IHT impact
Intense Life Desires WBR’s new calculator will help asses IHT liability on unused pensions SSAS provider and administrator...
Expense Tracking
UBS loses a $6B team, gains Morgan Stanley recruiting head
Amid continued advisor defections, UBS has lost a team with billions in client assets that’s...
Financial Solutions hires new MD in push for growth
New MD Leanne Williams Adviser network Financial Solutions has appointed ex-Sense Network executive Leanne Williams...
RIAs are divided on advice-only flat fee structures
Financial planners have long relied on assets under management (AUM) fees as the foundation of...
Weekend Reading For Financial Planners (November 15–16)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
Mattioli Woods CEO steps down as merger nears
Ian Mattioli, founder of Mattioli Woods Ian Mattioli, founder of wealth manager and SIPP provider...
Rahkim Sabree’s new book explores financial trauma
Financial advisors and their industry can either help heal trauma tied to money and wealth...
1 in 5 Paraplanners using AI to meet rising workload
Scottish Widows surveyed 200 UK Paraplanners One in five Paraplanners (22%) are using AI for...
UBS, Morgan Stanley lose big teams in Advisor Moves
Sometimes recruiting deals in wealth management can resemble a busy airport with advisors coming and...
Ways To Say No To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
As financial advisors progress in their careers (and lives), their attention is often pulled in...