I would say that our profession is ideally suited to flexible working. Our business in particular,...
Financial Services
“Bank of mum and dad drives economic inequalities”
Not sure if there are any surprises or changes to the world order here. It was ever thus, that...
“EU bid to ban financial product commissions faces resistance”
The banning of commission on the sale of pensions and investments was not some piece of...
“‘Dying books of business’ haunt advice firms without next gen clients”
So, joy of joys, we’re not in a recession. Or have ‘narrowly avoided’ one, although ‘we’re not out...
“Advice is ‘too expensive’ and ‘for the wealthy’, Brits claim”
Is this the fault of advisers, overpricing their advice? Are the ignorant masses to blame, not...
“Financial advice provides £47,000 wealth uplift in a decade”
After a meeting of financial advisers this week, a younger member of my team asked me if I thought...
“Top 10 FCA Fines 2022”
Here’s a Top 10 of which no one wants to be a part. Fines handed out by the FCA totalled almost...
“Advisers should not underestimate the value of soft skills”
‘Soft skills’ are nothing to do with furnishings or upholstery, but in management/training speak,...
“Passive funds leak £4.5bn in first annual outflow since 2015”
‘Passive’ funds are full of investments which track stock market indices of various kinds. Some of...
Ticking the Boxes
https://www.youtube.com/watch?v=ue7fGnCyiGQ
This month’s Interview: Nigel Clarke – Protection Specialist
Join us for a Conversation with Nigel Clarke - Protection Specialist at Philip James Financial...
“Hunt seeks to unlock Brexit dividend by ditching financial rules”
Jeremy Hunt’s package of reforms to financial services regulation has been trailed as a 21st...
“Advice gap worsens over the last 5 years”
The ‘Advice Gap’ is the chasm between those who want or need financial advice, and those that can...
“Octopus CEO: Financial advisers should be more like GPs”
‘Financial advisers should be more like GPs’. An interesting headline. The writer’s rationale is...
“Advice firms only spend 35% of time on client meetings”
I asked a (past-retirement-age) colleague this week what made him want to, still enthusiastically,...