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Economic treacle or real transition? Reflecting on advice in 2023

Keith Churchouse looks back on 2023, which he describes as a transitional, possibly pivotal, year. And ahead to what 2024 has in store. ....

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FCA's 'polluter pays' consultation: 'Wary' IFAs raise questions

Advisers have given a cautious reaction to the Financial Conduct Authority’s (FCA) “polluter pays” redress consultation released this morning (29 November), with some sceptical the proposals will work well for small firms. ....

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Fund pickers and advisers diverge on optimal portfolio construction for 2023

Fund pickers, advisers and their clients differ in strategy and expectations for the year ahead, according to research and commentary. ....

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'We are ready to help': Advisers prepare clients for inflationary squeeze

Advisers expressed preparedness and long-term optimism to the news that UK inflation has hit another 40-year high of 9.1% in May, up from 9% in April. ....

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'Fine line': Advisers on striking the right social media balance

Julia Bahr talks to advisers about the rise and rise of social media in the financial planning world and assesses how to manage the potential business risks and benefits. ....

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