Openwork director Limon to become MD of 2plan
Openwork director Claire Limon has been named as managing director of...
FCA to survey 25,000 regulated firms
The FCA and its Practitioner Panel are set to launch a...
Men more at risk of romance financial scams Â
The number of victims of 'romance' financial scams increased by a...
You Have Millions of Dollars. Perhaps You *CAN* Invest in Fancy Investments, But You Needn’t.
We work with plenty of clients who, at an enviably young age, already have a portfolio worth millions of dollars. (Thank you, IPOs.)
Some...
Using A Testamentary Charitable Remainder Unitrust (T-CRUT) To Give Twice To Both Loved Ones And Charitable Organizations
In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of...
Weekend Reading For Financial Planners (February 3-4)
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey...
