I had my own AI epiphany this week. Just before a Zoom meeting, I clicked on a button at the...
financial advice
“‘AI could mean advisers can take on 500 clients'”
The ‘optimum’ number of clients which an adviser can effectively look after is much discussed at...
“Industry reacts as FCA probes 20 social media influencers”
‘Influencers’ are a big thing these days. Build yourself a following on social meed-ja (or be a...
“FCA: ‘We’re not against small firms’”
We’ve always been a small firm, even when we thought we were big, as the official classification...
“Is time up for the self-employed adviser?”
The enduring business model in the world of financial advice has been that of firms, both large...
“FCA fines PwC £15mn for failing to disclose suspected fraud at LCF”
The collapse of London Capital reflects badly on the whole of financial services and particularly...
“FCA to launch protection commissions probe over competition concerns”
How could a review into the evils of commission paid to those who sell life insurance be a bad...
“Firms with over 50 advisers report pre-tax loss in 2023”
For those of us who have been in the business for a while (OK, quite a while), this comes as no...
“Financial wellbeing: Does more money make us more happy?”
Well, a rather more existential than the norm question for a financial services trade mag. Does...
“Should the advice industry move away from an ‘anti-tax’ culture?”
Do we, then, concentrate too much on helping our clients to reduce their tax liabilities? Often,...
“FCA announces plan to reduce regulatory burden on financial services firms”
Our regulator’s latest initiative is to reduce the amount of regulation. It’s become apparent that...
“The journey towards hyper-personalisation in financial advice”
No, me neither. ‘Hyper Personalisation’ sounds like the financial advice equivalent of, not just a...
“Advice gap widens despite Consumer Duty pushing for better outcomes”
OK, this might sound a bit financial-adviser-nerdy, but is a reminder that the Law of Unexpected...
“Quarter of divorcees will consult a financial adviser”
If you’re an adviser, and have been so for any length of time, it’s pretty much inevitable that...
“‘Financial planning for polyamorous relationships is not any different'”
Well, here’s a thing, a thing that I have to say I didn’t realise was a thing. A polyamorous...