If you’d told me 10 years ago that Paraplanners would don warpaint once a year and happily gather to chew over technical issues in a giant teepee in Northants I might have suggested you’d been smoking the peace pipe a bit too long.
Read more ...Editor's Comment: Why SJP is far from an evil empire
- Friday, 19 July 2019
- Comment
St James’s Place Wealth Management has recently been hammered in the press, particularly by the Times, over its incentive schemes. At the risk of being hung, drawn and quartered I believe the criticism has been over-done.
Read more ...Editor’s Comment: Is a pensions nightmare on the way?
- Friday, 19 July 2019
- Comment
I must confess I always had reservations about the Pension Freedoms when they were introduced by George Osborne in 2015 and the latest FCA figures seem to back up comments I made at the time.
Read more ...Editor’s Comment: A contrarian Financial Planner's wise words
- Friday, 19 July 2019
- Comment
It was good to get to the CISI 2019 Financial Planning Conference in Birmingham this week and meet some old faces - always one of the highlights of these events for me.
Read more ...Editor’s Comment: A new Financial Planning profession is emerging
- Friday, 19 July 2019
- Comment
The Financial Planning profession is heading in a new direction and there’s no better evidence of this than today’s (11 October) PFS Graduation Ceremony in the august surroundings of the Merchant Taylor’s Hall in the City of London.
Read more ...Dan Atkinson: Financial Planning is in its prime
- Monday, 01 July 2019
- Comment
As June passes into July we not only have the peak of summer to look forward to, but Amazon Prime Day – so big it’s 2 days long!
Read more ...Nicola Watts: Tracking the value of Financial Planning
- Friday, 21 June 2019
- Comment
We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.
Read more ...Julie Lord: Making Financial Planning valued
- Thursday, 20 June 2019
- Comment
Julie Lord: ‘There is no advice gap’
- Thursday, 20 June 2019
- Comment
I’m annoyed about this! About it being all about us in the profession, apparently failing to address this crucial issue of the advice gap.
Read more ...Julie Lord: Planners need a succession plan
- Thursday, 20 June 2019
- Comment
I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.
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