I’m not sure why this should be a surprise to anyone. Yes, economic realities mean that advisers...
Advisers
“Worry for profession as young adviser numbers plummet”
There are around 31,000 advisers currently authorised by the FCA to give advice. Of these only...
“Budget 2024: £105m for 15 special free schools, and nothing else”
There were a hundred or more different headlines I could have pinched, but I thought this one...
“Will 2023 escape the much-feared recession?”
Is recession just a state of mind? Well partly, as it all depends where you are, what you’re doing...
“Jeremy Hunt ‘comfortable’ with recession to bring down inflation”
‘If it isn’t hurting, it isn’t working’ said another Tory Chancellor, Norman Lamont, at the height...
“Jeremy Hunt waves through biggest tax burden since war in spring budget 2023”
It may have seemed a Bland Budget, but that’s because Hunt got all the nasties out of the way in...
“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...