Thirty or more years ago, the opposite was the case, and a majority of clients were, if not under...
Tag archive for: Advisers

“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...
“Octopus CEO: Financial advisers should be more like GPs”
‘Financial advisers should be more like GPs’. An interesting headline. The writer’s rationale is...
“‘Trust in the industry needs to be built'”
“Trust needs to be built in the financial advice industry, and bringing in people from different...
“Why more young advisers are needed to replace those retiring”
The average age of a financial adviser is 59. Many of those above the average are hoping to hang...
“Natwest and trio of private equity firms vie for Quilter”
In the 80s and 90s, banks and building societies bought life insurance, pension companies and fund...
“Around a third of consumers claim to use advisers, only 8% do”
For those advisers who are working full-time, it seems there are plenty of potential clients out...
“Autumn Budget 2021: Financial services industry reacts”
‘At least bankers on short-haul flights sipping champagne will be celebrating this Budget’ said...