I regularly trawl through competitors websites to make sure we’re still ahead of, or at least...
Financial Advisers
“Andy Hart: Covid’s gift to the advice industry”
We and many other advisers already do quite a bit to bridge the ‘advice gap’, which undoubtedly...
“FCA Spac changes to have ‘significant impact’ on UK advice M&A”
So the SPAC is coming here. It’s a US stockmarket invention an easier way of floating a company to...
“We need to raise our game, admits Nikhil Rathi, head of the Financial Conduct Authority”
Here’s a feel good story with a happy ending. I've spent many frustrating weeks waiting for our...
“Letter of authority ‘major stumbling block’ for advisers – research”
Many clients come to us with an array of pensions and investments, of which they hope we can make...
“Advisers risk becoming ‘out of touch’ with the next generation”
Last month, five children of existing clients became clients (four girls and one boy if that...
Top rated Adviser guide for 2021
VouchedFor's Top Rated Financial Adviser Guide was released in last week's copy of The Times. Our...
“Younger generation ‘most likely’ to seek financial advice”
Young people most likely to have a financial adviser? That goes against the experience of most of...
“Advisers receiving fewer new client calls since lockdown – PFS”
Don’t you just love the way survey results can be used for any headline you like? The spin here...
“FCA: retail investment market is failing consumers”
High risk, unregulated investments, recommended by stupid (charitable) or unscrupulous (realistic)...