What financial advisors need to know about crypto taxes
Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.
Source: financial-planning.com
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Top News In Unique Wealth Today - Breaking & Trending Today
Surrey financial planning firms merge and look to avoid minimum portfolio sizes
Newly launched wealth management firm Unique Wealth will target aspirational clients whose asset levels might see them overlooked by competitors.
Source: professionaladviser.com
UK financial planner merges with wealth manager
Deal increases assets under influence to around £700m Unique Financial Planning has launched a wealth management division in a bid to attract more high-net worth clients and widen the scope of its offering. This follows the merger of Unique and part of Bright Blue Wealth (BBW), a Surrey-based wealth manager founded in 1999. Both businesses are part of Openwork. As part of the deal, BBW founder and owner Rhiannon Vallis and three advisers have merged with Unique to create Unique Wealth, based in an office in Weybridge, Surrey. Vallis’ team will focus on HNW individuals looking for generatio...
Source: international-adviser.com