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The Wells Street Journal: Sporting advice and cash awards

A weekly account of the curious goings-on in the world of financial services

Financial wing attack
WSJ mused over the varying hobbies of financial services professionals a few weeks back and has something new to add to the tally: netball.

We have long known Technology & Technical director and adviser Kim North is a fan of the sport and high up in its circles.

North is set to be the international technical official for this year’s Netball World Cup in Liverpool in July.

WSJ hears the World Cup is sponsored by Vitality this year, with games to be held at M&S Bank Arena. With rugby and football front and centre for many sponsors, the official WSJ seal of approval is given to all financial services firms who put their pounds behind this predominantly female sport. We know Plutus Wealth Management partner Georgina Partridge is a netball aficionado and hear Zurich head of strategic partnerships Rose St Louis is also a keen player.

Swiss Re client markets analyst Chloe Gilbert plays, as does Tilney managing partner and adviser Ann-Marie Atkins. So WSJ has taken to imagining the advice landscape as one large netball court, in which IFAs can play centre and restricted advisers are… restricted to more stationary, yet still potentially lucrative, positions like goal attack.

This WSJ correspondent, once a wing defence, is picturing a faceless FCA representative as umpire.

And the award goes to…
Is there really any merit to an award you have to buy? A tweet from Yellowtail Financial Planning director Dennis Hall caught WSJ’s attention this week, asking just that.

Hall was offered the Sustained Excellence in Estate Planning Solutions Award for 2018… if he stumped up cash for the honour.

Despite the offer, Hall tweets that he did not do any specific estate planning last year. The concept is not dissimilar to the question of whether journalists should be able to self-nominate for awards.

WSJ expects the playing field at awards ceremonies would be quite different if the rules were changed.

Out of context

‘We work in a regulatory vacuum that Mr Dyson himself would be proud of. It constantly sucks the life out of us’

A Money Marketing commentator blasts the FCA

‘It’s the sizzle, not the sausage’

Investor Michael McCroddan is not swayed by SJP marketing

‘You can have a takeaway on us, if you like’

A mortgage adviser describers his post-deal services

Separated at birth

Ex-rugby player Lawrence Dallaglio
Bordier UK director of sales and marketing David Muncaster

Send your suggestions to @mm_wsj.



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