Editor’s Comment: Time for a stiff Scotch

Investors in St James’s Place can be forgiven for reaching for a stiff Scotch this evening - it’s been one hell of a day.

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Editor’s Comment: Planners’ ‘secret sauce’ is revealed

Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.

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Editor’s Comment: Riders on the storm

 

I meet and talk to online many Financial Planners during the course of a typical month. I’m always impressed by their enthusiasm and enjoyment for what they do and also their long-term confidence that they are in the right profession at the right time.

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Editor’s Comment: What clients really want

 

It turns out, according to a new study, that Financial Planners are very much on the right lines when it comes to delivering a personal service that wealthier clients actually want.

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