Steward Partners acquires $481M AUM Longbridge
Intense Life Desires New York City-based wealth manager Steward Partners has acquired Longbridge Wealth Advisors, a firm with...
Expense Tracking
Pension transfer times fell after tax year end
Pension transfers fell Simpler pension transfers took an average of just 10.8 days to complete...
Trump executive order opens 401(k)s to private assets
President Donald Trump on Thursday signed an executive order directing regulators to clear the path...
Weekend Reading For Financial Planners (August 9–10)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
FCA warns about ‘off-channel’ communications such as emails
FCA HQ The FCA has warned firms about their ‘off-channel’ communications, which could include mobile...
How financial advisors can help clients move abroad
Maybe they’re inspired by the prospect of a lower cost of living and healthcare. If...
Companies House to roll out ID requirements from November
Directors have been able to voluntarily verify thier identity since April Companies House will require...
Escalent: Some affluent investors don’t have estate plan
Many affluent young investors still lack basic estate plans, new research shows. That’s a gap...
Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
AI’s increasing development and integration in the workplace presents many opportunities for increased efficiency and...
Bank of England cuts base rate to 4%
The cut to the base rate was widely expected by analysts and economists The Band...