Here’s more on that self-same Advice Gap. One reason that many correctly think it will become...
Financial Services
The Advice Gap (again)
The Advice Gap has been much discussed in the world of financial services and advice in recent...
“More turn to IFAs with 4mn taking advice in 2022”
This all sounds very good for us and promising for the rest of the ‘unadvised’ who need advice;...
“Measuring Fund Performance”
How do we pick the investments we recommend? Well, ‘performance’, or how much money they make, is...
“Why the 60/40 portfolio ‘should be dead'”
Sounds a bit investment/tech/nerdy, I know. The ’60/40’ portfolio is what we call ‘Balanced’, with...
“Timeline boss bullish about resilience of small and medium IFAs”
I’ve heard divergent views on the future of firms like ours in the past week or so. One was from a...
“Will the Consumer Duty lead to an increase in advice fees?”
How we as advisers charge for our services has been the subject of navel-gazing debate in our...
“‘We have an opportunity to radically rethink our disclosure regime'”
Our mantra of ‘Straightforward Advice’ and ‘Money is only as complicated as we make it’ fall at...
“Investors split on whether home bias still does or should exist”
The worry and occasional happiness we hear from clients about the state of their investments often...
“Advice firms show limited appetite for four-day working week”
I would say that our profession is ideally suited to flexible working. Our business in particular,...
“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...