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Mike Wilson is asking Santa for a nice gentle Christmas, with no socks and no shocks, and especially none of those nasty post-Christmas panics.
Dear Santa To be honest, I’ve had a bit of a year really, so would you mind asking…
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Adviser Spotlight – Barry Horner, Paradigm Norton
In the spotlight this month, Sue Whitbread talks to Barry Horner, CEO of Bristol- based Paradigm Norton Financial…
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Business planning : Louise Jeffreys gives practical tips on nailing your strategic plan
As the year end approaches, Louise Jeffreys, Managing Director of Gunner and Co. suggests that this is the…
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Turn and face the strange: Brian Tora on the crash that never was
It seems that 2016 will go down in the history books as the year of surprises, suggests Brian…
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How much money is enough? Mary Waring of Wealth for Women argues the case for cash flow modelling
The heart of sound financial planning process is being able to work out whether clients will have enough…
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Better Business from Brett Davidson: it’s all about execution
As an adviser you are on home ground when advising clients. However, running your business effectively and efficiently…
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Mal content – Mark Polson of the lang cat reflects on 2016 and why media reaction can be at odds with a sensible investment strategy
Looking back at 2016, Mark Polson, of the lang cat, reflects that, in so many ways, it has…
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How to be perceived as more of an expert – as the credibility of experts is questioned, Mark Lee asks where does that leave advisers?
2016 has been the year when the credibility of experts in all walks of life has been called…
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The view from Europe – Michael Wilson voices serious concerns over what lies ahead for the EU in 2017
Okay, I admit it. I do love a good scrap, and there’s nothing I enjoy more than those…
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Filling the knowledge gap – Adam Piplica on why financial education really matters
Financial education is something very close to Adam Piplica’s heart. That’s why he’s doing his bit to help…
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