If you’re an adviser, and have been so for any length of time, it’s pretty much inevitable that...
financial advice
“‘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...
“Letter of authority: Why now is the right time for change”
This may sound like a non-issue from outside the world-of-financial-advice bubble. It is the bain,...
“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...
“Advisers fearful of further compliance and regulation”
We know, of course we know, that regulation is, or at least should be a ‘good thing’. If those who...
“New mums have enough on their plate without dangerous ‘advice’ to contend with”
The ‘dangerous advice’ in question here is not what you might hear from almost any properly...
“Is the AI hype machine losing steam?”
Many of the reviving rises in stock markets, particularly in the US in the last year or so have...
“FCA plan to publicise investigations sparks industry concerns”
Of course everyone wants to make sure that any financial services companies likely to cause...
“Britain has lost 435 financial advice firms since 2022”
Headline figures, there were over 200,000 financial advisers at the end of the ’90s, there are...
“Pensioner urges Hargreaves to create safeguards after he ‘gambled’ away Sipp”
An extreme example of the dangers of DIY investing, admittedly. A gambling addict who’d given up,...
“Simon Evan-Cook: FCA must wake up to consolidation damage”
This is where I can don my ‘been around the block, seen it all before’ mantle. What’s happening in...
“‘No need for paper’ as AI emerges”
That’s all very well, and we’re happy to have been officially paper-free for many years now; as in...
“Are financial advisers under threat from AI?”
We’ve been going AI crazy in recent months. Will it be the end of the world as we know it? Will...
“‘Is simplified advice a realistic venture?'”
If we give you actual financial advice which results in you doing something which we arrange for...