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“FCA to take action against Neil Woodford and WIM”
It’s ten years now since Neil Woodford launched his own fund management company. He was seen as a...
“LSEG report: Most active funds are underperforming their benchmarks”
So-called ‘tracker’ or ‘passive’ funds have become very much more sophisticated in recent years,...
“Shell CEO warns the firm may ditch ‘undervalued’ London listing – reports”
The amount held in UK shares by most managed portfolios, which seek to provide an international...
“SJP shares crash after it sets aside £426m for advice fee refunds”
There has been a fair amount of schadenfreude amongst many advisers over the high-profile woes of...
“US labour market continues to show resilience with 303,000 jobs added in March”
Good news is not, of course, always good news. The US economy is doing well, higher interest rates...
“The secret behind the world’s happiest country”
Finland has been voted the world’s happiest country by its citizens for the fourth successive...
“UK shop price inflation drops to two-year low in March”
Aged 13 (different times), my first Saturday job was in a supermarket (the Coop in Selsdon, if you...
“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...
“Why the UK’s workplace pension needs urgent reform”
Workplace, or auto-enrolment pensions were of themselves a reform, an attempt to reintroduce some...
“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,...
“Critical illness insurance suffers from ‘identity crisis’”
I have said many times that the many of us who once made a life-insurance-commission-based living...
“UK inflation falls to lowest level since 2022”
Well, here’s something to put a smile on Rishi and Jeremy’s collective faces: inflation has...
“Is the UK recession over? Latest UK GDP stats show growth uptick in January: investment experts warn against complacency”
We have been or are, depending on your point of view or choice of statistics, in the midst of a...
“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...
“‘Helpful change’ or ‘political stunt’?: The debate on the Great British ISA and what investments should qualify”
Don’t hold your breath on this one. The idea is that, if you invest in British Bulldog Stocks and...