We advisers are the first to moan about ‘too much regulation’. But there is a difference between...
Financial Services
Why are only 18% of financial advisers female?
Our regulator recently carried out a survey - which, as we generally get fined if we don’t...
“Ditching annual reviews could impact client engagement”
Just two years ago, you may remember those ads urging you to claim compensation if your financial...
“Advisers pleasantly ‘shocked’ by John McDonnell’s advocacy for sector”
OK, I might be on a very shaky limb here, but I could see a world in which I may have voted for...
“Oil traders bet millions minutes before Trump’s Iran talks post”
I said a couple of weeks ago that ‘cynics might think’ that some in the know might profit greatly...
“Most of our industry has forgotten what advisers actually do”
When you join this or any other profession, the emphasis is on the technical stuff, passing exams,...
“Finfluencers fined for issuing unauthorised financial promotions”
Finfluencers are a thing - actually, I’d guess some of them are ‘things’. There are as many AI...
“Personal finance must become compulsory on school curriculum”
If you're 18 and you're given a credit card, well you're going to spend the money. When you see...
“Oil prices surge as Iran escalates tanker attacks, shares fall”
Markets hate uncertainty. That very uncertainty makes writing about what’s happening to your...
“Women aren’t brought into financial planning conversations early enough”
‘Female involvement’ in the advice process with clients has changed immeasurably in the...
“Loss of commission structure inhibiting advice growth”
Commission for investment and pension business was banned in 2013. You now pay us a fee, which in...
“Hot or Not 2025: A bruising year for ‘star’ managers”
More fuel to the ‘active or passive’ fire, much rehearsed on these pages. Black will argue blue...
“Oxford Risk: Your suitability fears are unfairly restricting your clients’ growth”
‘We’re cautious, we don’t like risk, we can’t afford to lose it all…’ I’ve been financial advising...
“Trust in politicians hit new lows in 2025, highlighting value of advice”
In the rankings of ‘most trusted professions’, nurses, doctors, teachers and vets are consistently...
“Terry Smith: no idea when index fund ‘major investment disaster’ will end”
Active or Passive funds, which are best and which should you choose or should we be recommending?...