Are we an industry or a profession?
Industry and profession; two small words, often used lazily and interchangeably.
Six things you need to grow your financial planning practice
Can you write a piece about business development? they said. Sure, no problem. If you could focus on the most important things you need to grow a…
The problem with DFMs: Who is the client?
In my experience, an ever-greater number of advisers and planners are choosing to outsource investment management, allowing them to focus on what…
Investment management: delegation without abdication?
I recently read an article by Chris Gilchrist in Money Marketing. I'm perfectly willing to concede a degree of confirmation bias is at play here, as…