Counter-intuitive? Most of our day-to-day, online experience of AI is of those ‘chatbots’, which...
financial advice
“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...
Celebrating Women’s Achievements: The Women In Financial Advice Awards 2023
An Inspirational Night The financial sector was abuzz with celebration and inspiration last night,...
“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...
“Why younger clients are an opportunity firms should not overlook”
This is a subject often rehearsed in our business. Paying for financial advice, let alone being...
“‘Advisers who are too generalist are going to struggle'”
If you look at most financial adviser’s shop windows (our websites), we can all help you with...
“AI could help close advice gap, says FCA”
You may have noticed that Artificial Intelligence (not a euphemism for certain politicians ha ha)...
“FCA finds debanking not based on political views but rather customer behaviour”
If you follow these things, you may have noticed N Farage getting all the publicity at the...
“Brits will find it harder to retire comfortably in the UK, study claims”
Here’s more on that self-same Advice Gap. One reason that many correctly think it will become...
The Advice Gap (again)
The Advice Gap has been much discussed in the world of financial services and advice in recent...
“More turn to IFAs with 4mn taking advice in 2022”
This all sounds very good for us and promising for the rest of the ‘unadvised’ who need advice;...