It may have seemed a Bland Budget, but that’s because Hunt got all the nasties out of the way in...
Advisers
“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,...
“‘Trust in the industry needs to be built'”
“Trust needs to be built in the financial advice industry, and bringing in people from different...
“Why more young advisers are needed to replace those retiring”
The average age of a financial adviser is 59. Many of those above the average are hoping to hang...
“Natwest and trio of private equity firms vie for Quilter”
In the 80s and 90s, banks and building societies bought life insurance, pension companies and fund...
“Around a third of consumers claim to use advisers, only 8% do”
For those advisers who are working full-time, it seems there are plenty of potential clients out...
“Autumn Budget 2021: Financial services industry reacts”
‘At least bankers on short-haul flights sipping champagne will be celebrating this Budget’ said...
“Newcastle firm True Potential sells majority stake to private equity group”
It’s often not what you do but how you do it that’s important. Many in our business who’ve sold...
“Quilter’s productivity drive sees 141 advisers leave”
Quilters has one of the biggest networks of advisers, having bought, amongst others, my former...
“What does the future hold for vertical integration?”
Vertical integration is a bit like Communism. An investment or pension company having its own...
“MPs blast LV= over sale to US investment firm”
A committee of MPs with whom I agree! You may remember that we advisers only heard about the...
“FCA steps up focus on advice firms facing collapse”
The regulator sent a survey to financial advisers asking about our ‘financial resilience’ through...
“Advisers set up action group on LinkedIn to tackle industry problems”
I know I risk an accusation of navel-gazing, but there are wider implications here. It’s admirable...
“Is video conferencing the ‘new norm’ for advisers?”
It’s five months today since my last actual meeting with an actual client in their actual house....