The Pensions Dashboards have been hugely delayed, already cost millions in development costs, are years behind schedule and many have written them off as a disaster.
There was some shock this week when the FCA announced that it was charging nine social media influencers, including some reality TV stars, in connection with promotion of an unauthorised investment trading scheme.
So, is it time to take another look at investing with fund manager Woodford?
This week wealth manager St James's Place announced the launch of a bold new logo and rebrand but I wonder if the coming changes will go deeper and be even bolder?
One of the key roles of a Financial Planner is to assess clients’ appetite for investment risk. Selecting investments is nigh on impossible without this and a major industry has grown up around client risk profiling.
If there is one 'engine' which has transformed the financial advice profession over the past 10 years it is the professional bodies. The 30th anniversary celebrations this week for the Chartered Institute for Securities & Investment reminded me of the incredible transformation of the sector in recent years and how much of that is due to the professional bodies.
There is no doubt that new FCA CEO Nikhil Rathi is a much-needed breath of fresh air at the regulator but I’m beginning to wonder if there is more than a whiff of staff trouble at the regulatory mill.
Most scammers find their victims, at least initially, online these days, whether it be through website ads or social media.
I must confess I was sceptical when a number of Financial Planners, including employee ownership evangelist Chris Budd, began pushing the idea that employee ownership could be a viable pathway for many Financial Planning firms.
Chancellor Rishi Sunak's Spring Statement today may be severely tested in the months to come.
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