“‘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 the second or third hurdle, what is still bizarrely called the point of sale’ in the modern world in which we’re properly deemed advisers rather than salespeople.
“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 results from hearing on the news that ‘The FTSE rose (or fell) sharply today’.
“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, as we all work remotely with no head office to which to troll every day and the theoretical ability to do most of our job (apart from sitting on your sofa) from any beach with a good wifi signal.