Financial Advisers

Financial advisers set to become the new fund managers

Technology is enabling financial planners to climb the value ladder, but at the same time it is kicking out the rungs behind them as they go. The core of investment-focused value...

More than the job is worth: How at risk from machines is your occupation?

Thursday, 5 November 2015
Recently I read a list of jobs that are most at risk of being replaced by machines. Financial planning wasn’t among the “most-at-risk”...

Fortnum restructures executive team

Monday, 27 July 2015
Non-institutionally owned financial services company Fortnum Financial Group has restructured its financial planning subsidiary Fortnum...

Social media is a relevant business tool

Tuesday, 5 November 2013
Over a third of financial advisers use social media to communicate with clients, with social networking site LinkedIn emerging as the...

    Have your say

    Will the measures announced in the budget affect your clients?
    Vote Now