#financial-advisory

[ follow ]

Farmers fearful of inheritance tax rises can act now to protect their legacy for the next generation - London Business News | Londonlovesbusiness.com

Farmers should proactively address potential increased Inheritance Tax liabilities stemming from changes to Agricultural Property Relief, effective from April 2026.
#dividend-stocks

Wells Fargo 'Focus List' Blue Chip Dividend Stocks Could Outperform the S&P 500

Investors should be cautious as the stock market is currently overbought.
Blue Chip dividend stocks provide great potential for both growth and income.
A well-rounded portfolio and the guidance of a financial advisor are essential for investing success.

Inflation Is Still Here: Grab These 4 High-Yield Dividend Blue Chips to Fight It Now

Investing in high-yield dividend stocks can be a strategy to combat sticky inflation.
Dividends have historically contributed a significant portion of returns for investors.

Wells Fargo 'Focus List' Blue Chip Dividend Stocks Could Outperform the S&P 500

Investors should be cautious as the stock market is currently overbought.
Blue Chip dividend stocks provide great potential for both growth and income.
A well-rounded portfolio and the guidance of a financial advisor are essential for investing success.

Inflation Is Still Here: Grab These 4 High-Yield Dividend Blue Chips to Fight It Now

Investing in high-yield dividend stocks can be a strategy to combat sticky inflation.
Dividends have historically contributed a significant portion of returns for investors.
moredividend-stocks
#retirement-planning

Why Opening a Roth Account May Be a Good Move, No Matter Your Age

Older retirees can benefit from investing in Roth IRAs for tax-free growth and flexibility in managing retirement finances.

We're in our 40s with nearly $10 million - what type of financial advisor should we use to avoid getting ripped off?

Consider if the cost of a traditional advisor matches the value being received.
Evaluate the effectiveness of fee-only vs. robo-advisors based on personal financial needs.

If You're 50 Years Old, This Is How Much You Should Have Saved for Retirement

Individuals in their 50s can better estimate retirement needs using benchmarks based on income and age.

I'm 62 and just realized my portfolio has been 100% in bonds - how did this happen?

Even retirees with long time horizons may need a growth-oriented investment strategy.
Understanding a client's goals and time horizon is crucial for a financial advisor.

Why Opening a Roth Account May Be a Good Move, No Matter Your Age

Older retirees can benefit from investing in Roth IRAs for tax-free growth and flexibility in managing retirement finances.

We're in our 40s with nearly $10 million - what type of financial advisor should we use to avoid getting ripped off?

Consider if the cost of a traditional advisor matches the value being received.
Evaluate the effectiveness of fee-only vs. robo-advisors based on personal financial needs.

If You're 50 Years Old, This Is How Much You Should Have Saved for Retirement

Individuals in their 50s can better estimate retirement needs using benchmarks based on income and age.

I'm 62 and just realized my portfolio has been 100% in bonds - how did this happen?

Even retirees with long time horizons may need a growth-oriented investment strategy.
Understanding a client's goals and time horizon is crucial for a financial advisor.
moreretirement-planning

Uprise wants to help small businesses make better financial decisions | TechCrunch

Uprise aims to empower small businesses by embedding financial advisory tools into existing platforms, enhancing decision-making capabilities.
#investment-trends

Digital Marketing Works Better Than Referrals With Next-Gen Clients

Advisory businesses must adapt to shifting generational preferences in client relationships and marketing strategies.

Investment group calls on the Chancellor to introduce a 'tax lock in the Budget' for pensions - London Business News | Londonlovesbusiness.com

Concerns over potential pension tax changes are leading to significant shifts in saving behavior among customers.

Digital Marketing Works Better Than Referrals With Next-Gen Clients

Advisory businesses must adapt to shifting generational preferences in client relationships and marketing strategies.

Investment group calls on the Chancellor to introduce a 'tax lock in the Budget' for pensions - London Business News | Londonlovesbusiness.com

Concerns over potential pension tax changes are leading to significant shifts in saving behavior among customers.
moreinvestment-trends
from The Oaklandside
1 month ago

Relying on Oakland Coliseum sale could have 'catastrophic' outcome, advisor warned in June

Oakland's reliance on the Coliseum sale to cover a $177 million deficit has raised significant concerns about potential fiscal disaster if the deal fails.

One CEO's Rules for Harmonizing Work and Home Life

Launching a financial advisory firm requires clear communication and managing personal sacrifices.

Becoming an accountant: 5 steps to start your career

Becoming a CPA offers significant career advantages but requires a commitment to education and licensing.

Bank of England makes 'another mistake' by holding rates - London Business News | Londonlovesbusiness.com

The Bank of England should accelerate interest rate cuts to stimulate economic growth and support businesses amid easing inflation.

Crypto for Advisors: Bitcoin and Lending

Advisors can navigate cryptocurrency landscape changes by understanding bitcoin as collateral for lending, bringing benefits to borrowers, lenders, and investors.

Bitcoin Miner Stronghold Looking at Options, Including Sale of Company

Stronghold Digital Mining is exploring strategic alternatives, potentially including a sale of the company.

Avendus, top India venture advisor, seeks $300 million for new PE fund | TechCrunch

Avendus is seeking to raise $300 million for its private equity unit.
The firm aims to increase investment frequency and fund size with its third private equity fund.

Front vs. Middle vs. Back Office Functions for Advisors

Front office functions involve client servicing, investment decisions, and sales. Back office functions focus on accounting, human resources, and compliance.

Financial Advisor Social Media Compliance Checklist

Social media is a powerful marketing tool for advisors, but compliance is crucial to avoid fines and penalties.
[ Load more ]