Abstract triangle mosaic background: 1 Euro coin on 20 Euro bank note
In a recent Money Marketing column Paul Lewis argued that financial journalists and financial advisers are ‘one and the same’. In response, Nic Cicutti argued that advisers are ‘nothing like financial journalists’. As my column was due, I thought I would add my two penn’orth as an adviser of 20 years’ standing. I agree with […]
Sometimes emotions drive client decisions so advisers need solutions that satisfy emotional and financial objectives. As humans, we have very elaborate neural systems to address threats. In particular, the emotional circuitry that kicks in to protect us from perceived threats – the ‘fight-or-flight’ response. But there is a very important distinction between threats in the modern world versus […]
Industry experts have reacted positively to the FCA’s long-awaited platform market study this morning and news that it is considering an exit fee ban and more guidance over how advisers should charge for platform recomendations. Commentators on the study are wary that the regulator still has a way to go to ensure clarity for advisers, […]
Old Mutual Wealth Private Client Advisers has acquired the advice arm of Carlisle-based accountancy business Saint & Co, adding £100m assets under advice. Saint & Co partner and adviser Philip Dhillon, adviser Trevor Iredale and a support team will join OMW Private Client Advisers’ Cumbria regional hub. Old Mutual Wealth Private Client Advisers director Dominic […]
Healthcare is already one of the key battlefields in May’s general election, with each of the main parties committing to deliver improvements to the NHS and public health.
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