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Marrying film and finance to engage clients

It is often said aspiring writers should write about what they know. So when Solomons IFA principal financial planner Dominic Thomas started a financial planning blog on his website, it made sense to weave in his love of the arts. Thomas uses references to the plots of films, television shows, plays and books in his […]

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PFS chief: Clients should take responsibility if they disregard advice

As part of its professional evolution, the advice sector is establishing greater trust and putting the misselling scandals of the past behind it. But it is time we reminded ourselves of previous lessons learned. The Government’s pension freedom reforms have been broadly welcomed but there is a risk that, unless properly scrutinised, the resulting sharp […]

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Investment body in call to ditch quarterly reporting

The Investment Association has renewed its call for companies to abandon quarterly reporting in new guidance that seeks to encourage long-termism in the industry. The 14-page document, Long-Term Reporting Guidance, also provides clarification on information that fund managers want to see in company annual reports, including drivers of productivity in a business, capital management strategy, ESG issues, […]

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