Dan Atkinson Column: We need to ask more questions about money
- Monday, 13 June 2016
- Comment
I’ve recently been reading Chris Budd’s excellent book about financial wellbeing (www.financialwell-being.co.uk). His key principle is ‘know thy self’ which means understanding what’s really important to you. To me, it makes sense that the way you invest money should reflect your values.
Read more...NEW: Editor's Column: Everyone loses to financial crooks
- Wednesday, 25 May 2016
- Comment
News this week that the FCA has launched a campaign to protect the over-55s from financial fraud will probably have been ignored by most Financial Planners and Paraplanners. At the very best it will have received token interest. That’s a shame and that needs to change. Financial fraud is everyone’s problem and planners have a role to play in tackling it.
Read more...Dan Atkinson Column: Prepare for radical change on platforms
- Friday, 13 May 2016
- Comment
The big story in planning circles so far this month seems to have been the acquisition of AXA’s Elevate Wrap by Standard Life.
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