The Best in Industry Opinion
Editor’s Comment: The planning heroes
- Friday, 22 December 2023
- Articles
For my last column of 2023, rather than give you my eagerly-awaited insights into the latest developments in the Financial Planning profession and financial services, I thought it would be useful to look at other worthwhile things that Financial Planners do when they are not providing financial advice.
Read more...Editor’s Comment: The advice experiment
- Friday, 15 December 2023
- Articles
Perhaps not surprisingly the Association of British Insurers has concluded, after carrying out an advice experiment, that personalised guidance really can work.
Read more...Editor’s Comment: Blurred lines
- Friday, 08 December 2023
- Articles
Boundaries are essential for all sorts of good reasons. They make things clear to everyone involved what’s the right side of the line and what’s not. Blurred lines are best avoided.
Read more...Editor’s Comment: The true cost of bad advice
- Friday, 01 December 2023
- Articles
The true cost of bad advice, and more importantly what it’s going to cost, moved into the spotlight this week with the FCA’s headline-making proposals to compel most financial advice firms, some 5,000, to set aside reserves for the cost of bad advice.
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