Retire from Work You Dislike, Not from Meaningful Projects You Love

Recent research from Medius reported in FT Adviser has highlighted a significant trend within the financial sector: almost three quarters (72 per cent) of finance professionals in the UK are actively seeking jobs outside their current field. Moreover, 75 per cent would not recommend a career in finance to Generation Z, attributing this sentiment to … Continue reading Retire from Work You Dislike, Not from Meaningful Projects You Love →

Evolving Financial Advisers: The AI Revolution at the 2024 Artificial Intelligence in Financial Advice Conference

LONDON, July 10, 2024 – Gather round, dear financial advisers, as we delve into the delightful dystopia unveiled at the 2024 Artificial Intelligence in Financial Advice conference today. Held at the charmingly impersonal Pullman Hotel in London, the event revealed a future where half of the advisers aged 58 and above are frantically plotting their … Continue reading Evolving Financial Advisers: The AI Revolution at the 2024 Artificial Intelligence in Financial Advice Conference →

The Misconceptions in Investment Terminology: Clarifying the Roles and Responsibilities

As founder of my own financial planning business and a former head of investments at several banks, I have observed a troubling trend: the pervasive confusion and misuse of key financial terms. This miscommunication is not always intentional, but it is certainly problematic, particularly when it comes to regulated retail investments. The overemphasis on selling … Continue reading The Misconceptions in Investment Terminology: Clarifying the Roles and Responsibilities →

The Great British Financial Adviser Dilemma: An Ode to Overload and Obsolescence

Ah, the United Kingdom, land of tea, crumpets, and, apparently, a grossly overburdened financial advisory sector. Let's break this down: with 28 million households and a whopping 28,000 financial advisers, each managing a maximum of 100 clients, only a mere 10% of households are graced with ongoing financial services. Yes, just 10%. That leaves 90% … Continue reading The Great British Financial Adviser Dilemma: An Ode to Overload and Obsolescence →

Beware the Pension Pitfall: When DIY Turns to Disaster

Listen up, folks! Your pension pot is probably your single biggest investment, and who wouldn't want to take control of that? But, before you get all giddy about self-invested personal pensions (Sipps) putting you "in the driving seat," let me hit the brakes and steer you back to reality. Just ask Stuart James. One minute, … Continue reading Beware the Pension Pitfall: When DIY Turns to Disaster →

Embracing Holistic Financial Planning for a Healthier, Longer Life

Financial planning has traditionally been synonymous with product intermediation, focusing primarily on the sales of financial products and requiring a sales license. However, there is a transformative shift occurring in the financial planning landscape: the rise of holistic financial planning. Unlike traditional financial planning, holistic financial planning does not involve selling financial products. Instead, it … Continue reading Embracing Holistic Financial Planning for a Healthier, Longer Life →

M-POWER: The Money Empowerment Movement

When it comes to money, the best place to find helping hands you can trust is at the end of your own arms. That's right, folk! I'm finally calling it out. The word's out. The Financial Services Industry is the least trusted of all industries globally (source Edelman Trust Barometer, world's largest PR company). It … Continue reading M-POWER: The Money Empowerment Movement →

Exploring the Role of Spirituality in Financial Life Planning: Key Findings

In the evolving landscape of financial life planning (FLP), the integration of spirituality has emerged as a significant factor influencing the effectiveness of client engagements. A recent dissertation titled "Assessing Spirituality in Financial Life Planning", by Stephen C. Brody, offers a comprehensive analysis of this topic, revealing critical insights into how spirituality shapes the FLP … Continue reading Exploring the Role of Spirituality in Financial Life Planning: Key Findings →

Holy Data: Gallup’s Deep Dive into the Spirituality-Wellness Connection

https://youtu.be/qkDgYEIRrNs?si=N9bCUQgvfW7TENAE Alright, gather 'round folks, because we’re about to dive into Gallup’s latest spectacle: "Gallup’s New Report on the Worldwide Connection Between Spirituality and Wellbeing." Presented by Ilana Ron Levey at the 2023 Wellbeing Forum, this riveting piece of social science promises to make you rethink the link between faith and wellness. Ilana starts off … Continue reading Holy Data: Gallup’s Deep Dive into the Spirituality-Wellness Connection →

Divine Workplace Strategies: How Faith and Wellness Became the Latest Corporate Buzzwords

https://youtu.be/90MMA1hidcg?si=-hEdueCa7jotuF7M Alright folks, let’s dissect this enlightening panel on Gallup’s new report on faith and wellness. Yes, it’s exactly what you’d imagine: a group of experts trying to convince us that spirituality and well-being are BFFs. We have Dr. Harold Koenig, who’s spent decades in the trenches of religious studies, Angela from the Radiant Foundation, … Continue reading Divine Workplace Strategies: How Faith and Wellness Became the Latest Corporate Buzzwords →