I like to think one of the skills that makes me a decent adviser is the ability to convert complex, illogical and sometimes-opaque notions into bite-sized snippets of information clients might understand. Thirty years in the job has led me to accept, although we live and breathe our subject, that is simply not the case […]
At the beginning of the month, Nick and Martin Bamford caused amusement around the industry by announcing the launch of Informed Choice’s robo-adviser as an April Fools prank. What many in the industry might find scary, however, is that they are not too far away from the truth. The emergence of real robo-advisers is, in […]
Industry experts have hailed the Conservative’s majority in the general election and say the housing market has “dodged a bullet” as the UK avoided voting Labour into power. The Conservatives achieved a comprehensive victory, winning 331 of the 650 seats being contested. Labour came second with 232 seats, followed by the Scottish National Party with […]
Wealthy UK investors are prepared to pay a maximum of £110 an hour for financial advice, a Legg Mason survey shows, 26 per cent less than the average fee charged by advisers in 2014. According to Legg Mason, the cost of advice can range from £75 to £250 per hour, with one poll by unbiased.co.uk […]
Amanda wrote recently about those clients who need a little tough love – the ones who arrive at your door knowing how much cover they want and why they want it. What they seldom know is how much cover they actually need, what type of cover they should choose and the range of benefits available in the market. […]
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