This may sound like a non-issue from outside the world-of-financial-advice bubble. It is the bain,...
Tag archive for: money
“Three reasons to steer clear of cash”
They’re not talking about the stuff you used to get from a ‘hole in the wall’, now more likely if...
“Greece now bans Russians from golden passports as Cyprus weighs war impact”
Do you remember, before they went under, how Icelandic banks were suddenly the flavour of the...
“What Clients (Actually) Value Most In A Financial Adviser”
I was reminded of this survey when chatting with fellow advisers recently. It says we think our...
“Do your clients have a spending problem or an income problem?”
I’m often asked ‘Will I have enough money to retire? How much do most people have?’ The rather...
“Letter of authority ‘major stumbling block’ for advisers – research”
Many clients come to us with an array of pensions and investments, of which they hope we can make...
“Advisers risk becoming ‘out of touch’ with the next generation”
Last month, five children of existing clients became clients (four girls and one boy if that...
“FCA moves to protect access to cash”
The other morning we stopped at a local Starbucks (I know, but the others were shut) to buy my...