Rate this item
(2 votes)

The pandemic has forced many of us to turn to online platforms for hosting client engagements. Meetings that may have begun with the adviser greeting their client with a handshake or perhaps a hug, offering them a cup of tea, and leading them into a welcoming setting with comfortable seating and good lighting are no longer possible.

Rate this item
(1 Vote)

I entered financial services just as the tech bubble was about to burst. One of my earliest professional experiences of investing was watching the bubble surrounding tech stocks, swiftly followed by the disappointment of investors who had become over exposed to that sector as it collapsed. 

Rate this item
(4 votes)

Monday saw a grilling of Andrew Bailey, former CEO of the FCA, by Treasury Committee MPs regarding missed opportunities for the early detection of problems at the failed mini-bond provider London Capital & Finance. 

Rate this item
(0 votes)

I imagine most Financial Planners have a picture in their heads of their ideal client - perhaps a client who looks a bit like their existing clients.

Rate this item
(0 votes)

 

It was, to some degree, inevitable that private equity firms would turn their attention to UK Financial Planner firms.

Rate this item
(1 Vote)

 

As many of you will know, I am a big advocate for regulated financial advice. Not only is it essential throughout the accumulation stage, it is even more so in the decumulation stages of life.

Rate this item
(1 Vote)

If I was a Financial Planner I would likely be infuriated by the news today from the Financial Services Compensation Scheme forecasting a levy on regulated firms of over £1bn over the next 12 months, up 30% on the previous year.

Rate this item
(3 votes)

I was mightily impressed this week by the words from the expanding senior team at Glasgow-based holistic Financial Planning firm Murphy Wealth.

Rate this item
(1 Vote)

A year ago, in January 2020, who could have imagined what the following 12 months would bring. I know many will look back and think it’s a year that they would rather forget. 

Rate this item
(1 Vote)

 

So are 4,000 regulated firms really going to collapse this year as the FCA has warned this week could happen?

 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/