Editor’s Comment: Female clients need a better deal
- Friday, 13 October 2017
- Comment
Even in these gender-fluid days I have to confess to being entirely male, as far as I know. This means that I will never truly experience what it feels like to be a women patronised by a man. I will never know what it’s like to be treated as a second class citizen by a financial adviser or mortgage broker.
Read more...Editor: Paraplanning needs real life superhero to move it forward
- Monday, 19 June 2017
- Comment
I attended last week’s CISI / IFP Paraplanning Conference at Hinckley in Leicestershire. It was a big success and yet...something is still missing from the burgeoning Paraplanning profession and something quite big. It needs a new direction.
Read more...Editor's Comment: Simon's Chamberlain's plan was lesson to all
- Thursday, 30 March 2017
- Comment
We're a tough breed in journalism but the death of Succession founder Simon Chamberlain shocked and saddened me deeply recently - as it did many readers who contacted us. Despite this I believe Simon's death teaches us all many lessons but perhaps not the obvious ones.
Read more...Editor's Comment: A breath of fresh air for Financial Planning
- Wednesday, 01 March 2017
- Comment
It’s not a merger but it is a step forward for the Chartered adviser bodies and the Financial Planning profession and it’s long overdue.
Read more...