When I (and probably many of a certain age) were growing up, most adults of your parents’...
Tag archive for: Advisers
“Why the ‘comfortable middle’ faces a tougher decade ahead”
Do you have a, or are you in the, ‘comfortable middle’? The point here is that those currently in...
“Budget tax-free cash rumour aftermath: ‘Our job is to dampen panic, not monetise it'”
As we all now know, nothing happened. All that (I know, first world) anxiety that tax-free cash...
“Almost half of clients would like to meet adviser more often”
The flip side is, of course, that more than half of clients would not like to meet their financial...
“Advisers told to ‘shake off’ stereotypes to bring in next generation”
If our profession is to continue to develop into and as a profession, it has always been said that...
“Are younger advisers a minority?”
Well, yes, younger advisers are very much a minority in this business of financial advice and...
“Fewer than one quarter of advisers’ clients are under 45”
Thirty or more years ago, the opposite was the case, and a majority of clients were, if not under...
“Quarter of divorcees will consult a financial adviser”
If you’re an adviser, and have been so for any length of time, it’s pretty much inevitable that...
“‘Financial planning for polyamorous relationships is not any different'”
Well, here’s a thing, a thing that I have to say I didn’t realise was a thing. A polyamorous...
“Advisers overlooking younger clients over asset value bias”
I’m not sure why this should be a surprise to anyone. Yes, economic realities mean that advisers...
“Worry for profession as young adviser numbers plummet”
There are around 31,000 advisers currently authorised by the FCA to give advice. Of these only...
“Budget 2024: £105m for 15 special free schools, and nothing else”
There were a hundred or more different headlines I could have pinched, but I thought this one...
“Will 2023 escape the much-feared recession?”
Is recession just a state of mind? Well partly, as it all depends where you are, what you’re doing...
“Jeremy Hunt ‘comfortable’ with recession to bring down inflation”
‘If it isn’t hurting, it isn’t working’ said another Tory Chancellor, Norman Lamont, at the height...
“Jeremy Hunt waves through biggest tax burden since war in spring budget 2023”
It may have seemed a Bland Budget, but that’s because Hunt got all the nasties out of the way in...