A good ten years ago I mentioned in a speech that we were professionals. I was rudely interrupted at that point by an observer who said that by definition we couldn't be professionals as we weren't in a profession.
Research into the retirement habits of the self-employed reveals advisers are seen in a negative light.
The retail financial services industry suffers from a number of dysfunctional characteristics which are not apparent in other consumer markets, according to the chief executive of Which? The Concise Oxford Dictionary defines dysfunction as "abnormality...
A financial intermediary at Lewin Hicking Partnership says proposals by the Resolution Foundation for a government-supported national advice network would be difficult to implement because consumer may not take the advice given.
A financial intermediary at Lewin Hicking Partnership says proposals by the Resolution Foundation for a government-supported national advice network would be difficult to implement because consumer may not take the advice given.
Five years ago, the Society of Financial Advisers asked delegates at its annual conference what they would like to be able to do with technology in five years time.
It seems at every turn we are faced with new evidence that the standards of financial adviser are lower than customers have a right to expect. Of course, many of the tests advisers are failing are standards imposed by regulation, rather than what the...
In response to Martin's Bamford's blog - The public is very confused - Adrian Kidd from Mintzone, London, says:
More than 70% of consumers believe they will need advice on whether to opt-in or out of the new personal accounts.
I produced a story yesterday which created what I would call robust criticism from some circles of the industry (and robust is perhaps the polite description).