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Editor’s Column: A risky business

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.

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Editor’s Column: The wind of change at SJP

 

This week wealth manager St James's Place announced the launch of a bold new logo and rebrand but I wonder if the coming changes will go deeper and be even bolder?

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Editor’s Column: Spotting the invisible clients

There has been much talk lately about how Financial Planners can spot and work with vulnerable clients.

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Editor’s Column: Shorter lifespans require pension re-think

It’s been an accepted wisdom over the past few decades that we are all living longer, at least as a nation. That’s now being tested.

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