Professional Adviser's resident Armchair critic has nothing but praise for the Income Protection Task Force's Seven Families initiative, but can advisers take advantage?
Financial planning textbooks tell us protection comes first; sales figures tell us it doesn't. In fact, protection sales are getting worse. We can't quite blame regulation. The RDR left protection...
The forces at play in investment - most obviously, regulatory change, uncertain markets and shifting demographics - are as strong today as they were when Professional Adviser launched its sister magazine Multi-Asset Review in 2017.
Regulator has visited some firms already
Platforms react to Fidelity blocking Income Focus purchases
Chris Hill's letter to Treasury
Cash balance surges