Opinion

'Mistakes and misunderstandings can be costly'

'Helping clients understand, prepare for and navigate uncertainty'

'Financial planning isn't about chasing returns. It's about how everything fits together'

Four in ten say comms focused more on product than goals

'Better-informed clients tend to give better-informed answers'

'Here is the odd thing about ongoing advice. The better it is done, the less of it the client sees'

Second in a three part series

‘It’s hard to understate how much sway ratings agencies have over financial markets’

'Quite a few firms seem to be caught somewhere between awareness and implementation'

'Taxable accounts are a significant barrier to further MPS adoption'