‘Financial advisers should be more like GPs’. An interesting headline. The writer’s rationale is...
Financial Advisers
“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,...
What’s in a name?
https://youtu.be/3ls6UEUVNOU One of our trade papers this week asked a selection of advisers how...
“‘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...
“‘I was really surprised at how emotional clients can get'”
When you’ve been doing this job for a long time, it’s refreshing to hear the thoughts of someone...
“Green investing is underperforming, but don’t count it out just yet”
There are some johnny-come-lately ethical and sustainable investors who put money into...
“FCA: Good advisers have ‘nothing to fear’ from redress scheme”
A firm with whom we work did advise British Steel workers, was as a result given a thorough...
“Is vertical integration good for advisers?”
I think the point here should be, is it good for clients? Vertical integration is not something...
Royal London slams Shell’s climate plan
This is good news, a sign of big investment companies using their clout in positive way. Royal...
“Fiduciary duty trumps ethics for weapons investors”
Here’s food for thought if you’re not currently an ethical investor. Many, if not most...
“SJP drops ‘exclusive’ wealth management tag to widen appeal”
This is a pretty big turnaround and certainly the result of hours of marketing meetings with...
“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...
“Wealthy Brits refocus portfolios ethically ‘with urgency'”
What big investors, like fund managers, pension funds, and in this case the ultra-rich do with...
“Would your mother pay your fees?”
I think the question for advisers should be not ‘would your mother pay your fees?’ but ‘would you...