Being a bit of a tennis fan, I look forward to Wimbledon each year, not only for the matches but also for the discussions and debates. I likened the tennis debates to the financial planning world at the moment. There were a number of young (under 30) players all showing great aptitude to take the […]
This is a rewrite of this column. I had finished a piece about my capacity issues at Jacksons and the lack of talent available to fill the needs of the business, particularly down here in Cornwall. But it felt a bit whiny, so I have started again. Instead, in thinking about the staffing needs of […]
We live in a world of unrelenting change, with economic and political agenda, global mobility or social and technological trends all driving adaptations to the way we work. Gone are the days of business as usual. During a recent leadership challenge session, I asked our leaders and future leaders what one thing they would change. […]
With global growth and inflation starting to ebb, equities could encounter summer turbulence. But there is a case for adding to exposure on dips.
The soon-to-be launched register is set to impose a more onerous reporting obligation on many trustees.
There are many options out there that will equip advisers with the skills and qualifications needed to become a specialist in the divorce market
Advisers should make the most of the summer lull ahead of an expected flurry of activity in the pensions world come September
The Chartered Insurance Institute is encouraging providers of life, pensions and long-term savings products to sign up to its professionalism commitment, which aims to boost professional standards across the sector. The idea is by signing up, providers pledge to operate policies that encourage high quality standards of customer service, embed the principles of treating customers […]
I remember giving a presentation to a group of advisers a couple of years ago. The subject was one I can happily speak about at length: how advisers can create effective websites. My audience were an extremely positive and engaged bunch. All except for one chap at the back. While others listened carefully, he sat there, […]
Increased scrutiny as to whether asset managers are providing value for money is likely to impact other firms in the financial planning sector
I stopped to look in a local estate agent’s window recently and was surprised to see they persist in covering up the prices of sold properties. That was common practice when I bought my first house 30 years ago but it was all about protecting the mystique that estate agents were the only ones that “knew […]
The new CII AF8 unit will be assessed via coursework, not the traditional exam-based approach, which has come as a surprise to many