There’s been a lot of coverage lately on how older generations, particularly the better off and HNW clients, are helping out younger generations by funnelling cash to hard-pressed family members.
Read more ...Editor’s Comment: Say hello to blended retirement
- Friday, 02 February 2024
- Articles
There is no doubt in my mind that retirement planning is changing in unexpected ways. Whether it is changing for good or just adapting to a post-Covid, high cost of living world remains to be seen.
Read more ...Editor’s Comment: A cold shiver…
- Friday, 02 February 2024
- Articles
I suspect a cold shiver went down many the backs of many at the larger adviser firms this week with news that the FCA is asking for details of their ongoing charges.
Read more ...Editor’s Comment: A duty to think again
- Friday, 02 February 2024
- Articles
As the next stage of the FCA's Consumer Duty looms in July - when legacy products and sales will be included - some new research suggests the Duty may be rather more of a burden on Financial Planners and advisers than first thought.
Read more ...Editor’s Comment: Can the SJP 'empire' strike back?
- Friday, 02 February 2024
- Articles
It’s been a torrid week for wealth manager St James’s Place and senior figures could be forgiven for reaching for the Scotch this weekend. Trebles I suspect.
Read more ...Editor’s Comment: A ‘smoke and mirrors Budget?’...maybe
- Friday, 02 February 2024
- Articles
Don’t reach for your hankies just yet, but I’m beginning to feel a touch of sympathy for our much-lambasted Chancellor Jeremy Hunt.
Read more ...Editor’s Comment: An unexpected Waspi sting
- Friday, 02 February 2024
- Articles
The Waspi campaigners have certainly stung a few backsides at the DWP this week and I can’t help but admiring their pluck. This doesn’t necessarily mean I agree with the entirety of the argument but it is worth exploring why they are so determined and why they need to be listened to.
Read more ...One Four Nine appoints first chairman
- Friday, 02 February 2024
- Articles
Expanding national Financial Planning and investment group One Four Nine has appointed industry veteran Chris Merry as its first chairman.
Read more ...Ascot Lloyd hunts for new CEO as Stockton exits
- Thursday, 01 February 2024
- Articles
Financial Planning firm Ascot Lloyd is searching for a new CEO to replace Nigel Stockton who is planning to stand down after running the business for eight years.
Read more ...Bank holds rate at 5.25% for fourth time
- Thursday, 01 February 2024
- Articles
The Bank of England kept its base rate at 5.25% today for the fourth time in a widely expected decision.
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