Our annual Financial Planning Today survey is under way and the early findings are already revealing some surprising findings, including the depth of confidence in the profession despite the economic headwinds and concerns about the rising cost of regulation.
Read more ...Editor’s Comment: Too many are struggling
- Friday, 20 June 2025
- Articles

Financial Planners, of course, concentrate on the better off. They need to focus on people able and willing to pay their fees and that’s perfectly reasonable, indeed it's a business requirement.
Read more ...Editor’s Comment: A digital Financial Planning future?
- Friday, 13 June 2025
- Articles

A new offering from wealth manager and Financial Planner Foster Denovo caught my eye this week as one possible pointer to the promised ‘financial guidance’ future.
Read more ...Editor’s Comment: Time to halt 'anti-social' social media
- Friday, 06 June 2025
- Articles

Today the FCA announced it was spearheading a global crackdown on rogue social media influencers. About time many will say.
Read more ...Editor’s Comment: A business merger or a shotgun wedding?
- Friday, 30 May 2025
- Articles

One of the big Financial Planning stories of the week was the merger announced of two of the more significant players in the wealth management / Financial Planning space: Mattioli Woods and Kingswood.
Read more ...Editor’s Comment: Why I’m in two minds on FCA's AI love affair
- Thursday, 01 May 2025
- Articles

I have to confess that I am in two minds on the rapid spread of AI into regulation, despite assurances from the FCA that it will help cut down on admin and generally be a boon.
Read more ...Editor’s Comment: Getting ready for a Rathi revolution
- Friday, 11 April 2025
- Articles

The reappointment of FCA CEO Nikhil Rathi this week for a further five year term was a surprise to some who expected a new face at the helm of the UK’s leading financial regulator.
Read more ...Editor’s Comment: Don't get Trumped - Keep calm and carry on
- Friday, 04 April 2025
- Articles

Truth be told, it’s been a bit of a tempestuous week on the old financial markets thanks to a certain Mr Trump.
Read more ...Editor’s Comment: Why pensions face a demographic rethink
- Friday, 28 February 2025
- Articles

There is a major force reshaping pensions and it is unstoppable, it’s called demographics and it will require the pensions industry to rethink everything it does.
Read more ...Editor’s Comment: Why fear is driving new planning business
- Friday, 28 February 2025
- Articles

It’s a shame to admit it, but fear is clearly driving demand for Financial Planning advice in some quarters.
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