Bridging the Void

For the wealth management industry, there is a vast chasm that asset managers need to bridge as rapid change continues to take hold and legacy structures within the industry risk …

Robo Wars

While such a move could potentially save taxpayers billions of pounds, the report will not be welcomed by civil servants who face getting the chop over the next 13 years …

Loyalty Reaps Rewards

I mention this because despite the company’s inadequacies I am still a customer and the question is why? Quite simply I do not have the time, nor the energy, to …

Fear Knot

Circumstances are different in 2017 but investors are showing signs of returning to a post-crisis mind set, albeit not so much driven by fear but other factors such as a …

Risk Over Reward?

Despite the uncertain economic backdrop, coupled with a low-yield environment, some sectors have held up pretty well and investors remain on the lookout for growth at any price. The challenge …

Wealthy Decision Dilemmas

Beyond the macro sphere, wealth managers are approaching a crossroads of their own as increasing discontent among high net worth investors over servicing levels and the cost of financial advice …

Lifetime Lifeline

The latest ISA model rolling off the Treasury conveyer belt this week spells good news for UK savers under 40. Despite expectations that political constraints imposed by the upcoming EU …

Bacon and Piglets?

A happy family and a career – can you really have it all? We’re always trying to find the correct mix when it comes to work and family but what …

Weapons of Mass Distribution (WMDs)

The UK’s Financial Conduct Authority is looking to address some now-known Donald Rumsfeld unknown, unknowns by launching a new review of the financial advice market. Nearly three years since the …

Fee Fi Fo Fum (Funds Under Management…)

The investment management industry needs to do more work around clarity of charges among all investor segments, but particularly among Mass Market and Emerging High Net Worth (HNW) individuals, according …

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