Busines people
Business people
United States Salt Lake City University Of Utah Kansas Department Of Transportation Brigham Young University Reno County
Source: hutchnews.com
📰 First Wealth News
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Why we're retiring two decades early
Millennials and Gen Zs aren’t the only ones driving the Great Resignation movement. We meet the Gen Xers quitting work for good in their 40s
Source: telegraph.co.uk
Connect First Credit Union sees growth
After launching its new brand promising to find ways to make banking more meaningful to Albertans, connectFirst Credit Union saw unprecedented growth in its…
Source: cochranetimespost.ca
Connect First Credit Union sees growth
After launching its new brand promising to find ways to make banking more meaningful to Albertans, connectFirst Credit Union saw unprecedented growth in its…
Source: parisstaronline.com
Adviser Lessons from the UK | Money Management
An advice gap is the inability for some people to access financial advice. It happens when demand for financial advice from consumers grows, without a commensurate increase in the industry’s capacity to meet this demand. Like in Australia, a tightening of regulations in the UK is a key reason for the advice gap. In the UK, a regulatory regime called the Retail Distribution Review (RDR), which is similar to our Future of Financial Advice (FoFA), was introduced in 2012 to tighten industry stand...
United Kingdom Financial Advice Association Ethics Authority Australia The Financial Services Council Planning Association Retail Distribution Review
Source: moneymanagement.com.au
The Morning Briefing: No CGT overhaul yet; Bouncing back from failure
Good morning and welcome to your Morning Briefing for Friday 21 May, 2021. To get this in your inbox every morning click here. CGT overhaul on hold for now The Covid-19 pandemic has cost the UK a fortune but the taxpayers don't know it yet. Therein lies chancellor Rishi Sunak's dilemma: the politics and economics are
Source: moneymarketing.co.uk
Profile: 'Paraplanners need to challenge advisers'
Profile: ‘Paraplanners need to challenge advisers’ First Wealth financial planner Rob Schwarz on the paraplanner to adviser transition and giving younger employees a voice to entice the next generation By Amanda Newman Smith 12 th February 2021 9:57 am For paraplanners, trying to strike a balance between helping advisers and avoiding the financial services equivalent of cajoling ‘oh look there, you’ve missed a bit’ is not always easy. Nobody likes a backseat driver, bu...
Source: moneymarketing.co.uk