I’m going to attempt to share my observations from 2021 without using the ‘C-word’ (COVID).  Ok, I just failed in the first sentence, but that’s it. No more mention of that damn disease, despite it dominating the headlines all year. Let’s focus on what affected financial planning: 1. The power of …

“May you live in interesting times” is often explained as a Chinese curse (although apparently there is no such expression in Chinese). But the sentiment works, regardless of the origins of the phrase. Life is often better when things are not quite so “interesting” (read turbulent or changeable).  Are we …

As we head into the last weeks of the year it’s time to slow down and refresh your hard-working brain.  Here are a collection of great must-read business articles this November, to give you a new perspective and start you thinking about next year. How To Increase Your Fees Brett Davidson …

The last two years have been momentous and the pressure for change is just going to keep on coming.  I’ve been thinking hard about the next iteration of the financial planning profession and my new White Paper, What Next For Financial Planning In The UK, discusses how you can prepare …

There are still plenty of advisers and firms that are looking to increase their fees. Despite what you read in the industry press, that includes firms still looking to move up to 1% of assets under management. It also includes firms moving away from asset-based fees but needing to charge pretty …