Clive Waller: Surveying the retirement planning landscape
To the surprise of many, especially in the financial planning world, George…
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Clive Waller: The problem with personalised advice
Studies show around 8% of the UK population has a continuing relationship…
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Clive Waller: Advisers must ditch AUM fees once and for all
If you wish to get on the wrong side of financial planners,…
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Clive Waller: This thing they used to call retirement…
The changes impacting so-called retirement planning are many. For me, Margaret Thatcher’s…
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Clive Waller: Life’s never been harder for advisers
It is a tough time to be a financial adviser but you…
Clive Waller: AI genie is out the bottle — resist and you’ll regret it
It seems not all owners of advice firms wish to improve productivity
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Clive Waller: Advisers needn’t worry about FCA simplified advice plans
The FCA’s latest consultation paper, CP22/24: Broadening access to financial advice for…
Clive Waller: Ethical investment will gain far more sunlight
Many are going further than DNH – do no harm – and…
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Clive Waller: Consumer Duty? Motherhood and apple pie
Many areas of regulation have failed, and the FCA believes another over-riding…
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Clive Waller: What is in a name? A lot for advisers
The ability to express and understand emotion is not only a crucial…
Clive Waller: ESG isn’t just for Christmas
The ongoing situation in Ukraine is distracting many investors from long-term ESG…
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Clive Waller: Where regulation has failed
The UK has one of the most regulated advice markets in the…
