We know, of course we know, that regulation is, or at least should be a ‘good thing’. If those who...
financial advice industry
“New mums have enough on their plate without dangerous ‘advice’ to contend with”
The ‘dangerous advice’ in question here is not what you might hear from almost any properly...
“FCA plan to publicise investigations sparks industry concerns”
Of course everyone wants to make sure that any financial services companies likely to cause...
“Britain has lost 435 financial advice firms since 2022”
Headline figures, there were over 200,000 financial advisers at the end of the ’90s, there are...
“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...
“‘No need for paper’ as AI emerges”
That’s all very well, and we’re happy to have been officially paper-free for many years now; as in...
“Are financial advisers under threat from AI?”
We’ve been going AI crazy in recent months. Will it be the end of the world as we know it? Will...
“‘Is simplified advice a realistic venture?'”
If we give you actual financial advice which results in you doing something which we arrange for...
“‘AI can make advice more personal'”
Counter-intuitive? Most of our day-to-day, online experience of AI is of those ‘chatbots’, which...
“Retail investors turning to media rather than advisers for answers”
The nub of this is that, apparently, most ‘retail investors’ (that’s you if you’re not a pro or a...
“Advisers urged to reconsider psychology in financial planning”
The gist of this is that we advisers need to get to know your clients well enough to understand...
“Advisers concerned about losing assets in ‘great wealth transfer”
The ‘Great Wealth Transfer’ is happening. Parents with comfortable final salary pensions and...
“Married people four times more likely to receive financial advice”
Yet another survey confirming the bleeding’ obvious? Why is it that the majority of those seeking...
“FCA is managing out smaller firms it does not trust, industry says”
Are we ‘small firms’ really doomed? Is the regulator plotting our demise by default? The argument...
“‘There is a stigma around the term financial adviser for some’”
In my view, the ‘for some’ is the key. For many years, financial advisers were indeed tarred with...