Financial advisers will need to provide evidence of three critical elements if strategic investment advice goes under the regulatory microscope, Neil Younger writes.
Neil YoungerMarch 16, 2021
If the biggest indictment on the industry to date has been fees-for-no-service then the next big test for advisers will be demonstrating value for service in their investment proposition, especially if clients are being separately charged for that service. Neil Younger writes.
Neil YoungerFebruary 10, 2021
In this exclusive piece written for Professional Planner, Fortnum CEO Neil Younger warns that without the support of loss-making licensees, the advice chain will need to be reassembled. This provides a golden opportunity, he says, but participants must resist the siren song that entranced vertically integrated institutions.
Neil YoungerDecember 7, 2020