One of the key roles of a Financial Planner is to assess clients’ appetite for investment risk. Selecting investments is nigh on impossible without this and a major industry has grown up around client risk profiling.

If there is one 'engine' which has transformed the financial advice profession over the past 10 years it is the professional bodies. The 30th anniversary celebrations this week for the Chartered Institute for Securities & Investment reminded me of the incredible transformation of the sector in recent years and how much of that is due to the professional bodies.

There is no doubt that new FCA CEO Nikhil Rathi is a much-needed breath of fresh air at the regulator but I’m beginning to wonder if there is more than a whiff of staff trouble at the regulatory mill.

Most scammers find their victims, at least initially, online these days, whether it be through website ads or social media.

I must confess I was sceptical when a number of Financial Planners, including employee ownership evangelist Chris Budd, began pushing the idea that employee ownership could be a viable pathway for many Financial Planning firms.

Chancellor Rishi Sunak's Spring Statement today may be severely tested in the months to come.

Like many this week I was taken aback at the scale of the BSPS pension transfer scandal redress. It’s huge and just the tip of an iceberg.

The Personal Finance Society has made a timely call for more ‘proportional’ regulation following the publication by the FCA of its new three year business strategy plan, which arrived recently along with news of some chunky fee increases.

Financial Planning clients are, mostly, demanding. They are, in the main, successful, professional people; often business owners or entrepreneurs.

I must confess to having been rather negative about the so-called social media influencers or ‘finfluencers’ as some call them.