Five things clients will call you about this week

FIVE THINGS

clock

It's our round-up of the stories your clients may have read in the national newspapers over the weekend...

Financial life planning We've been following the development of financial life planning here on IFAonline and it seems the nationals are also taking note. The Telegraph ran a rather straightforward piece on the movement, which aims to transform the client's relationship with money, asking whether it was all worth it. It spoke to both George Kinder, the father of financial life planning, as well as a UK practitioner. The description of financial life planning as "hippy nonsense" may have left readers unsure about its value. Carbon credits Another week, another warning about carbon ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Wealth managers turn to private markets to offset geopolitical risks

Wealth managers turn to private markets to offset geopolitical risks

60% allocation in 2025

Patrick Brusnahan
clock 26 January 2026 • 1 min read
Chris Justham: All I know about love and the next 12 months

Chris Justham: All I know about love and the next 12 months

'There's power in admitting that you don't know'

Chris Justham
clock 22 January 2026 • 2 min read
Rathbones looks for growth after year of internal focus during Investec merger

Rathbones looks for growth after year of internal focus during Investec merger

Growth in funds under management and administration to £115.6bn

Eve Maddock-Jones
clock 15 January 2026 • 3 min read