Clients rely upon their financial advisors to provide expert advice that will optimize the possibility of achieving their financial goals. And naturally, advisors want to deliver a plan with the best possible outcomes for their clients. Yet, as advisors come to understand their client and their limitations, they may foresee that the optimal plan may […]
Archives for 2022
Stung by the stock market, Gen Z and millennials still shun advisors
How To Use Economic Context In Retirement Income Decision-Making
Those who pay attention to the news are regularly bombarded by a barrage of economic data – from unemployment figures to the inflation rate – as there is no shortage of data points available to assess the state of the economy. But for financial advisors, a key question is how this information may influence the […]
SIPP consultant slams ‘poorly timed’ FCA pension rules
A SIPP consultant has criticised the Financial Conduct Authority’s new rules encouraging a stronger nudge towards pension guidance. From today pension providers and trustees will have to guide those looking to draw pension savings for the first time towards Pension Wise. James Jones-Tinsley, self-invested pensions technical specialist at Barnett Waddingham, criticised the rules as ‘poorly […]
Ex-Which? exec named FCA interim chair term
Former Which? executive Richard Lloyd has taken over as interim chair of the Financial Conduct Authority this morning. He takes over from Charles Randell who stood down yesterday after four years as chair of the regulator. Mr Lloyd will act as interim chair until the Treasury appoints a permanent replacement. The role of FCA chair […]
Ex-Which? exec named FCA interim chair term
Former Which? executive Richard Lloyd has taken over as interim chair of the Financial Conduct Authority this morning. He takes over from Charles Randell who stood down yesterday after four years as chair of the regulator. Mr Lloyd will act as interim chair until the Treasury appoints a permanent replacement. The role of FCA chair […]
Ex-Which? exec named FCA interim chair term
Former Which? executive Richard Lloyd has taken over as interim chair of the Financial Conduct Authority this morning. He takes over from Charles Randell who stood down yesterday after four years as chair of the regulator. Mr Lloyd will act as interim chair until the Treasury appoints a permanent replacement. The role of FCA chair […]
Fintech Plannr launches CRM system for Planners
Fintech start-up Plannr has launched a back-office solution for Financial Planners. The customer relationship management (CRM) solution went live this week. Plannr has been developing the CRM solution with the help of over 60 adviser firms who were part of its early access kickstarter programme between February and April. The CRM costs £85 per user […]
Fintech Plannr launches CRM system for Planners
Fintech start-up Plannr has launched a back-office solution for Financial Planners. The customer relationship management (CRM) solution went live this week. Plannr has been developing the CRM solution with the help of over 60 adviser firms who were part of its early access kickstarter programme between February and April. The CRM costs £85 per user […]
Fintech Plannr launches CRM system for Planners
Fintech start-up Plannr has launched a back-office solution for Financial Planners. The customer relationship management (CRM) solution went live this week. Plannr has been developing the CRM solution with the help of over 60 adviser firms who were part of its early access kickstarter programme between February and April. The CRM costs £85 per user […]