Quilter CEO: the City has not tackled its addiction problem
The City of London has not tackled its problem with addiction, according to Quilter chief executive Paul Feeney.By Ollie Smith - 21 May 2019, 07:32
Talking about mental health is a risk we all have to take
At our South West and South East Retreat events, panelists discussed how to tackle poor mental health in the workplace, and encouraged others to speak up, writes Ollie Smith
Nick Lincoln: capacity for loss 'intellectually bankrupt'
Assessing a client’s capacity for loss may keep the regulator happy but it is 'pointless', says adviser Nick Lincoln. In this opinionated piece, Lincoln explains why he thinks focusing on losses is misguided compared to the real danger of inflation
AFH never buys liabilities, so buy its shares, says broker
Broker Shore Capital says the fact that ‘responsibility for legacy advice remains with the vendor’ is a positive case for investing in consolidator AFH.
Why advisers should take due care over suitability
Due diligence is not spelled out in Cobs rules, but it is an FCA requirement and the recent Berkeley Burke case highlights why advisers should always pay attention to client outcomes
Why MPs should receive subsidised financial advice
Giving MPs more benefits might seem outrageous, but it could help make politics more inclusive and bring home the value of financial planning to legislators
Editor's note: financial planning can be big business
Can a business truly train a large number of financial planners who really ‘get it’, and maintain that quality across thousands of clients and dozens of offices?
Hopkins: Catch up with tech or risk becoming a relic
Companies that do not innovate and adapt are being wiped off the map, and financial services is no exception. Advisers must use all available tools to their full potential
We are all ears! Tell us what you want from our podcast
Following successful engagement with our weekly podcast 'Planning People', we would like to know your views on what kind of content we should focus on in future
Blog: FCA will have to make tough decision on SJP exit fees
Yesterday the regulator launched an exit fee ban consultation, but it is still unclear whether it will affect St James's Place