Former executive Geoff Rimmer and Fortnum’s Ray Miles say paths to providing non-conflicted advice will vary but getting there in the next few years will be essential for all.
Simon HoyleJuly 12, 2017
The regulator has clarified who can use terms such as ‘independently owned’ and is providing businesses six months to comply.
Simon HoyleJune 28, 2017
The biggest obstacle to professionalising financial planning might be getting the sector to move to individual licensing. How to do that is a discussion the industry needs to have.
Simon HoyleMay 11, 2017
Back in ye olde times, barbers and surgeons were one and the same. They split and evolved, and the same will happen in financial planning, even if it is a fanatical mob that starts it. Dixon Bainbridge writes.
Dixon BainbridgeMarch 15, 2017
It’s only one word but new research suggests the term “independent” still causes a world of confusion – among advisers, as well as clients. Simon Hoyle reports.
Simon HoyleDecember 8, 2016
One day “financial planning” will be accepted as a worthwhile profession, “financial adviser” will be considered a worthwhile title, and both will be held in high regard. However, we all need to accept that this is not an overnight shift – it will take a decade or longer to iron out the embedded culture of […]
Ian KnoxAugust 1, 2015
Financial planning business Roskow Independent Advisory is planning a spinoff advice venture targeting lower-complexity clients. The idea of a sister business grew out of a recognition the existing firm was not providing maximum value to all clients, says Neil Salkow, director, Roskow Independent Advisory. The as-yet-unnamed venture will follow the same Roskow principles, but offer […]
Glenn FreemanNovember 7, 2014