“Our world will be very different when this is over”

Apr 25, 2020 | Financial Services

Talking to other advisers, It’s interesting that many of the younger ones are most resistant to using technology for client meetings. In financial adviser terms ’younger’ means under 55, so we’re not talking snowflakes here. The problem, I think, is their assumption that their clients, especially the (genuinely) older ones will struggle or have problems with it all. My experience to date is that virtually (see what I did there?) everyone of every age can work some sort of video tech, including my Skype-ing 97 year-old father. So, no excuses, get with it, guys!

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“Simon Evan-Cook: FCA must wake up to consolidation damage”

“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 our business/industry/profession at the moment is a lot of what’s become known as consolidation, big companies, many fuelled by private equity, buying up smaller firms or taking over the clients of retiring advisers.