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 Planning
-
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.]…
-
Negative interest rates: evolution not revolution
Close to seven years of negative rates throughout most of Europe offers lessons to be learnt. The UK is on notice to prepare. [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.]…
-
Who’s solving the puzzle in digital financial services?
Banks are further along their digital journey than wealth managers, but are struggling to generate returns on digital investments. Wealth managers’ more cautious approach might be paying off. [The Review, Chartered Institute for Securities and Investment. Read the full article …
-
Millenials and the inheritance mountain
Millennials are set for an inheritance windfall. It could arrive too late to get them on the housing ladder. Financial advisers need to guide older and younger generations. Dialogue magazine, Schroders & Cazenove. Read the full article here.…