Life is hard but for those looking to make a living out of difficulty, opportunities abound
Blooom is another example of a bricks-and-mortar US adviser recognising the opportunity offered by digital advice
The property market in China is more nuanced than people think
There are some serious issues involving annuities at the moment and they deserve serious discussion.
The impending sunset clause is set to fundamentally change the way advisers do business.
Those who promote outsourcing lock, stock and barrel simply do not understand the role of investment in financial planning.
When three business leaders of competing businesses all step down within a few weeks of each other, one starts to wonder what is going on.
The Treasury is full of praise for the organisations it has chosen to deliver the guidance guarantee - with one notable omission.
Osborne has made things worse with his vague promises of guidance to support the pension reforms next year
There has been a strong trend in US firms making foreign acquisitions in order to relocate their tax domicile to a friendlier lower-tax jurisdiction
I am increasingly feeling like the boy in Hans Christian Andersen’s Emperor’s New Clothes.
Some investors are turning to discount retailers as the UK’s major supermarket players face up to a tougher environment on the high street
Autumn is often a time for stockmarkets to exhibit seasonal weakness
Higher costs for advice firms could mean many people end up eschewing advice altogether
Next April will bring significant change to the whole of retirement planning.
Investors no longer have to choose between dividends from Western companies or exciting growth potential from emerging markets.
Soft skills and scrutiny are key to the delivery of guidance.
Discussions about Apfa have reached boiling point.
Regulation 14ZB of the Taxation of Pensions Bill could unhinge Chancellor George Osborne’s Budget retirement revolution.
Direct, digital and data are the three words at the forefront of chief executives’ minds.
“If it looks and feels like advice, it probably is advice.” So said FCA technical specialist Rory Percival back in April 2013.
Advisers need to rebuild trust to counter the “car crash” of low guidance take-up.
The Platforum runs the rule over the ATS platform.
George Osborne has made errors on guidance, using pension freedoms and the abolition of the death tax.
Many who advise on, design or promote schemes aimed at reducing IHT will understandably be concerned about the potential breadth of new Dotas rules.
The First State Global Listed Infrastructure Fund can provide insight into what is going on in the world of infrastructure.
When the Chancellor announced the end of the “death tax”, he probably did not realise what a boost he was giving to advisers.
Recently I might have said that I thought all financial journalists were unethical charlatans whose opinion could be bought by advertisers.
The 2015 changes in UK pension rules will transform retirement planning.
The “last piece of the pension jigsaw” means consumers’ pension choices are more complex than ever.
The decision by the Treasury to regulate buy-to-let loans where there is an accidental landlord is a clever sleight of hand to capture the smallest niche possible.
It is tough being an adviser in the current political climate.
If it were not for the Top Gear team’s recent trip to Tierra del Fuego, I might not be writing about the Money Advice Service and adviser “ethics” this week.
Economic growth has recovered and is now expected to grow by around 3 per cent in the current year. But is this type of economic growth robust?
I see no reason why the Treasury’s botched briefing should not be subject to the same scrutiny as the FCA exit fees debacle.
Preparing businesses for the inevitable eradication of trail commission is one of the recurring issues that is a cause for concern in our market research.
Does the retirement of baby boomers also present a threat as many financial practices risk wind-down rather than a managed exit and succession plan?
Liberal Democrat leader Nick Clegg has told his troops to “brutalise” the Conservatives for cutting tax for the rich while reducing tax credits for the working poor.
If you are contemplating getting into the auto-enrolment market, you need to get to grips with how it is changing.
The Money Advice Service is wrong to suggest its comments on adviser ethics were “misrepresented”.