Editor’s Column: New blood is transforming the profession

The next generation of Financial Planners is at last coming from a wider range of backgrounds, including graduate entry and that, mostly, is a very good thing.

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Editor’s Column: Better social care or a tax trap?

I have to confess to being in two minds about the key announcement from the Government this week about the rise in National Insurance and dividend taxation, ostensibly to pay for social care.

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Editor’s Column: Why old-fashioned financial values matter

In the race to rebrand, go digital, attract private equity, embrace artificial intelligence, adopt ESG - and all the other modern trends - it’s often forgotten that what really matters to most clients is for their provider or adviser to be around for the long term.

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Editor’s Column: Why Planning is more than numbers 

There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller.

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