It’s been a torrid week for wealth manager St James’s Place and senior figures could be forgiven for reaching for the Scotch this weekend. Trebles I suspect.
Read more ...Editor’s Comment: A ‘smoke and mirrors Budget?’...maybe
- Friday, 02 February 2024
- Articles

Don’t reach for your hankies just yet, but I’m beginning to feel a touch of sympathy for our much-lambasted Chancellor Jeremy Hunt.
Read more ...Editor’s Comment: An unexpected Waspi sting
- Friday, 02 February 2024
- Articles

The Waspi campaigners have certainly stung a few backsides at the DWP this week and I can’t help but admiring their pluck. This doesn’t necessarily mean I agree with the entirety of the argument but it is worth exploring why they are so determined and why they need to be listened to.
Read more ...Editor’s Comment: What clients really want
- Friday, 22 September 2023
- Articles

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.
Read more ...Editor’s Comment: Riders on the storm
- Friday, 22 September 2023
- Articles

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.
Read more ...Editor’s Comment: Planners’ ‘secret sauce’ is revealed
- Friday, 22 September 2023
- Articles

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.
Read more ...Editor’s Comment: Time for a stiff Scotch
- Friday, 22 September 2023
- Articles

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.
Read more ...Editor’s Comment: A new pot of honey for PPI firms?
- Friday, 22 September 2023
- Articles

The latest FCA data on complaints does not make comfortable reading for advisers and providers, particularly those involved in giving advice on pension decumulation and annuities.
Read more ...Editor’s Comment: The rising price of regulation
- Friday, 22 September 2023
- Articles

Regulation is expensive and getting more expensive, as most of you can attest.
Read more ...Editor’s Comment: A triumph over adversity
- Friday, 22 September 2023
- Articles

This week's Personal Finance Society Annual Conference was a triumph over adversity, in more ways than one.
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