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Dennis Hall: Finding a middle ground with clients

I cannot remember how long it took me to switch from actively managed funds to passive ones. Nor do I recall the time it took to incorporate lifetime cash flow modelling and then lifestyle financial planning. It could have been months, if not years, and I still have situations where my beliefs are challenged. I […]

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Apfa fails to act on FSCS costs after calling for NAO audit

Apfa has failed to submit a request to the National Audit Office to review the costs of the Financial Services Compensation Scheme, despite publicly calling for it almost two months ago. In February, Apfa published a press release calling on the NAO to conduct a value for money audit on the FSCS’s strategic projects. The […]

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7IM offers direct platform for orphan clients

7IM has launched a direct platform for orphan clients who no longer have an adviser. The wealth manager says it was seeing demand from orphan clients and did not want to turn them away if they ceased to have a relationship with their adviser. The fee structure is the same as for its advised clients, […]

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Phil Wickenden: Every business is a people business

Brands do not care about you. Institutions do not care about you either. The only people able to care about you are people. With this in mind, the question is “is this institution owned, organised and run by people who will allow the people who work there to care?” Generally, the answer is “no” because […]

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