Is the Consolidation Review the Last Straw That Broke the Camel’s Back?
Ah, regulatory compliance. The gift that keeps on giving. If you’re a financial adviser, you’ve probably spent more time these past few...
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Steve Conley
11 hours ago3 min
£2.2 Trillion Isn’t Enough: How to Fix Pensions and Keep Bankers in Bonuses
Ah, the Investment Association (IA) is at it again, trumpeting the need for pension reform . And naturally, their answer to ensuring the...
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Steve Conley
1 day ago3 min
Financial Advisers: More Zen Master Than Wolf of Wall Street?
When you think of financial advisers, what’s the first image that springs to mind? Perhaps a sharply dressed, high-powered negotiator,...
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Steve Conley
3 days ago2 min
The “Boring” Perception of Financial Advice? Let’s Talk About That
When I first heard someone wanted to change the “boring” perception of financial advice, I assumed they meant revitalizing that annual...
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Steve Conley
Sep 302 min
Rejoining the Club? The PFS, Admin Errors, and the Shrinking Membership
Let’s be clear: if you’re a financial planner who isn’t an active financial adviser, you’ve likely felt the sting of exclusion from the...
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Steve Conley
Sep 112 min
Wealth Managers Eye Your Savings – But Is It Really About You?
Ah, wealth managers. They spot £430bn sitting quietly in savings accounts and think, “How can we help these poor souls?” And by help, I...
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Steve Conley
Sep 113 min
A Financial Planner’s Misguided Critique of the Adviser-as-Therapist Debate
There’s nothing quite like watching someone swing at shadows, is there? Enter Daniel Wiltshire, a financial planner at Wiltshire Wealth ,...
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Steve Conley
Sep 112 min
Financial Education in Schools: A Generous Gift or Marketing in Disguise?
Let’s talk about financial education in schools, shall we? It sounds like a great idea, doesn’t it? Teach kids how to manage money early...
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Steve Conley
Sep 112 min
Yet Another Retirement Survey… And Guess What? It’s All About Pensions (Again)
Ah, another day, another industry survey with a predictably one-sided take on retirement planning. This time, it’s Unbiased, the...
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Steve Conley
Sep 83 min
PSR Bows to Bank Pressure, Leaving Fraud Victims in the Lurch with £85k Cap
Well, that didn’t take long. The Payment Systems Regulator (PSR) has performed an impressive U-turn, much to the delight of banks and the...
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Steve Conley
Sep 63 min
Beware the Fearmongers: Investment Giants and the Case of Vanishing Human Capital
Ah, Jackie Boylan at Fidelity International is at it again, wielding statistics like a blunt instrument to send women into a panic....
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Steve Conley
Sep 63 min
FCA Doubles Down on Bad Actors – But Who’s Watching the Watchdog?
Well, well, well. The FCA has released its annual report , and it seems the financial watchdog has been rather busy cleaning house – or...
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Steve Conley
Sep 52 min
79% of Brits Don’t Know How to Find Their Lost Pensions – But Don’t Worry, Help Is Free
In today’s world, where you can find out what your ex had for breakfast through social media faster than you can track down your own...
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Steve Conley
Sep 43 min
LIBF to the Rescue (Again): Pumping Funds, Product Sellers, and the Usual Self-Interest
Ah, the LIBF has done it again. Another professional body representing the interests of, you guessed it, financial advisers, has taken...
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Steve Conley
Sep 42 min
Goodbye Banker Bonuses, Hello Purpose: Gen Z is Changing the Financial Services Game
Well, well, well. It seems the allure of the almighty banker bonus isn’t what it used to be. For years, financial services (and the banks...
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Steve Conley
Sep 32 min
PFS on the Warpath Again: Finfluencers Beware – or Maybe Not?
Here we go again. The Professional Finance Society (PFS) is back at it, waving their legal sticks at finfluencers, hoping to scare them...
14 views0 comments
Steve Conley
Sep 33 min
PSR Stands Up, Treasury Throws Toys Out of the Pram
Well, well, well. It appears that someone in the big halls of power has finally grown a backbone. The Payment Systems Regulator (PSR),...
18 views0 comments
Steve Conley
Sep 23 min
What Adviser Investment Selection Choices Tell Us About the Advice Industry
The world of financial advice is a curious place, where decisions that impact your wealth are often made with the same discernment as...
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Steve Conley
Sep 22 min
SJP Dog Funds: Not Quite the Mangy Mutts You’ve Been Told
Let’s get one thing straight: I call it as I see it. Sometimes people love what I have to say, other times, not so much. But I’m not here...
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Steve Conley
Sep 22 min
Retirement Overspending: The "Problem" They Want You to Worry About
Ah, another day, another scare tactic from a pension company. This time, it’s PensionBee ringing the alarm bells, warning us all about...
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