There has been much talk lately about how Financial Planners can spot and work with vulnerable clients. This is, as one report found this week, easier said than done. Vulnerable clients might as well be invisible clients for a variety of reasons. Sometimes they choose to be invisible, other times they are just treated as […]
Archives for January 2022
Morgan Stanley data show how retail meme fixation became a curse
HMRC cuts bogus phone calls by scammers by 97%
Reports of scammers impersonating HMRC in spoof phone calls have fallen by 97% over the past 12 months after a major crackdown by HMRC. HMRC says increased efforts to tackle the fraudsters, better publicity on the dangers and ‘innovative technologies’ have all help cut down the menace. Reports of scammers impersonating HMRC in phone calls […]
IWP hires new CEO as founder moves to new role
Rapidly expanding Financial Planner and wealth manager Independent Wealth Planners has appointed Rob Allen as its new group CEO to succeed founder David Inglesfield who is stepping down from the role. Mr Inglesfield will move to become chair of the company’s group acquisitions business IWP Investments as the company seeks further takeovers. Separately, James Hunter […]
MPs attack ‘shambolic’ pensions underpayment
MPs on the Public Accounts Committee have attacked the “shameful shambles” which led to an estimated 134,000 pensions, mostly women, being underpaid over £1bn in State Pension entitlement. Department for Work & Pensions figures suggests some of the errors may date back as 1985. The Public Accounts Committee has published a report today roundly criticising […]
Demand Forecasting 101: How to Predict When Sales Will Spike
Without customer demand, there is no business. Although no one can predict exactly how high in demand a product or service will be, you can guesstimate it. How, you ask? With demand forecasting. Get the lowdown on types of demand forecasting, how to forecast demand for your business, and more. What is demand forecasting? Demand […]
Financial Planning and Wealth Management unravelled
The latest issue of Financial Planning Today Magazine is out now and investigates how Financial Planners are increasingly blending wealth management into their range of services. You can preview the issue here and subscribe now to receive a 12% discount on your first year’s digital subscription – with offers on our print edition too (see magazine). Highlights in the […]
Financial Planning and Wealth Management unravelled
The latest issue of Financial Planning Today Magazine is out now and investigates how Financial Planners are increasingly blending wealth management into their range of services. You can preview the issue here and subscribe now to receive a 12% discount on your first year’s digital subscription – with offers on our print edition too (see magazine). Highlights in the […]
Dynasty Financial Partners to go public through $100M IPO
TISA CEO David Dalton-Brown steps down
David Dalton-Brown, CEO of investment and savings trade body TISA, will step down at the end of January. He leaves after five years at the helm of TISA, and thirteen years within the organisation. Mr Dalton-Brown is leaving for family reasons. TISA is to restructure its operations following Mr Dalton-Brown’s departure. Its operations will now […]