Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study from Cerulli Associates shows that consumer trust in financial services companies has increased significantly over the past decade, with firms that provide a more personalized approach to providing financial advice seeing the best […]
Archives for November 2024
PFS adds 24 Financial Planning roadshows for 2025
The Personal Finance Society (PFS) has added a programme of roadshows to be held across twenty-four locations in the UK for 2025.
9 in 10 new advice requests retirement focused – report
Pensions is dominating client advice requests, with 9 in 10 new requests including retirement planning, according to a new report.
9 in 10 advisers apologised to clients for platform service
More than 9 in 10 financial advisers (95%) have had to apologise to clients for poor platform service in 2024, according to a new report.
Kitces & Carl Ep 152: Advisory Fee Confidence And Building The Happy-Client Stoke File
How much to charge for financial advice is rarely a decision made lightly. A firm’s pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility. Still others may choose a hybrid […]
Musk calls for abolishing consumer agency GOP has long targeted
X-owner Elon Musk took to his platform to agitate for the elimination of the CFPB, a consumer protection agency.
BlackRock, Vanguard accused of antitrust violations by Texas
The Texas AG leads a lawsuit against BlackRock, Vanguard, State Street, alleging asset managers’ influence on coal production led to higher energy prices.
Most seniors retire before age 65, study shows
Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here’s why — and how advisors can help.
Goldman Sachs on what 2025 might bring for markets
With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what’s ahead in the new year.
Ex-HMRC officer sentenced for financial adviser-linked crime
A sacked HM Revenue and Customs (HMRC) officer who abused her position to help her husband launder £3.3m of criminal money has been sentenced today.