Financial Advice

  • Game on?

    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

  • 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.]…

  • 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

  • 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.]…