Retail investing is in the crosshairs of fintech ‘disruptors’ using techniques from online gaming and social media to ‘democratise’ investing. Intentions are good. Consequences can be disastrous. [The Review, Chartered Institute for Securities and Investment). Read the full article here…
Financial Advice
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Jurisdictions: time to update our view?
“Whether or not they realise it, some governments are actually driving the Golden Geese away, whereas others are actively attracting them with a soft landing” [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…
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Taxing times
Even before the Covid-19 crisis, the personal tax landscape was facing an overhaul. Now, that’s almost guaranteed. Financial planners have a challenge and an opportunity ahead of them. [The Review, Chartered Institute for Securities and Investment. Read the full article …
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Will financial regulation catch up with big tech?
As big tech companies expand into financial services, bank bosses have been calling for them to be regulated more robustly. [The Review, Chartered Institute for Securities and Investment. Read the full article here.]…