During the 2010s, several commentators were fond of sayings things like ‘within five years, there will only be four or five adviser platforms’. Their fantasy was that the behemoths would hoover up the smaller, generally start-up-based, platforms, thus preserving the […]
Over the last year, the TCWU has become as much a public service as a fascinating, erudite, entertaining and above all indispensable companion to your hoisin duck wrap or whatever on a Wednesday lunchtime. This is objectively true; inasmuch as […]
Bit late posting this one this year, but I’ve done one of these posts every year since we started, and it would be a crime not to do one for 2019. So here we go, with the usual caveats that […]
So here we are, siblings. Crunch time. In 48 hours we will know what our immediate futures hold. Will it be shame, and regret for what we’ve just done and the dishonour we have brought on ourselves and our forebears? […]
So I was at the Schroders Platform of the Year Awards last night, in which this sector of the industry proves each year that there really is no such thing as austerity. Good times. Anyway, it was a fun night, […]
Over the last few weeks you can’t have failed to notice that The Sunday Times has been giving St James Place a good shoeing. Luxury cruises, opaque fees, leaked phone calls….the hits keep on coming. It’s not been a good […]
Hello again, it’s me back from a month away, and I’m disturbed to see that you all kept reading and engaging with the Top Class Wednesday Update at normal levels while I was away. How am I meant to promote […]
Ah, siblings, it isn’t long until the summer solstice, when all right-thinking financial planners free themselves from the shackles of capacity for loss, centralised investment propositions, RMAR returns, PI excesses and primary platform relationships, strip down and go for a […]
Hello, have we all calmed down a bit now? I do hope so. It’s all been quite exhausting. It’s come to my attention (hi Tom) that I have broken a promise. More specifically, a promise about the Updates, and there’s […]
Let’s go old school for a minute. It’s been simply yonks since I’ve done a pricing blog; back in the day it felt like I did two a week. I imagine it felt worse than that to anyone reading them. […]
