A few years ago I carried out a research project for another publisher and we worked out that all the personal finance magazines put togther would equal only a fraction of the circulation of Women’s Own.
Financial Planners has adjusted remarkably quickly to remote working and video meetings with clients but it has not been easy for some and in many ways is just a speeding up of trends we have seen over recent years.
We were treated to some astonishing figures from the FCA this week as it attempts to grapple with the huge growth in people buying cryptoassets.
I’m back from a short break and while I was away a lot has happened: a general election has been called, Brexit has been postponed once again and Woodford has pretty much collapsed and been subject to a BBC Panorama investigation.
A new report out today from the FCA and The Pensions Regulator has thrown up some disturbing findings and also blown out of the water the myth that only the poorly educated and vulnerable are the victims of the pension scammers.
If you are a Financial Planner, millennials - those aged roughly 18-38 - are potentially the next big client target group…but there’s a problem.
I’ve always believed that when it comes to investing you should get what you pay for. If you buy an actively-managed fund you expect a smart human (and his or her friends) to be taking some wise decisions with your money. The personal touch, if you like.
In these days of remote working, video calling and cloud computing, it suprises me that actually getting together with other finance professionals remains not just popular but increasingly so.
Bristol-based Financial Planning firm Paradigm Norton became the latest firm this week to launch its own academy, this time a twist on the more general initiatives with a ‘Leadership Academy’ in partnership with University of the West of England.
The euphoria following a landslide election victory is probably not the best time to make long-term investment decisions and I’m sure many planners will have treated today as business as usual, partly because many of the fundamentals are the same as last week.
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