SJP partners in court over £4m client bank sale dispute A £4 million court dispute between St James’s Place partners has cast an uncomfortable light on the trade in so-called “client banks”. Helen Rogers alleges that the portfolio of around 800 clients she acquired from retiring partners contained serious problems, including clients who had not … Continue reading When Clients Become Assets: What the £4m SJP Court Dispute Reveals
Tag: agency
Why Agency Is Preferable to Advice
The purpose of a Total Wealth Planner is not to become indispensable. It is to make the individual progressively more capable of navigating life without unnecessary dependence on any expert—including themselves. Advice creates dependency. Agency builds capability. A good adviser solves today's problem.A Total Wealth Planner helps someone solve tomorrow's problem themselves. Advice transfers decisions. … Continue reading Why Agency Is Preferable to Advice
Clients Are Already Using AI. Many Advisers Haven’t Noticed Yet.
The Perception Gap in Financial Planning Two pieces of evidence landed this week. Individually they are interesting. Together they reveal something much bigger. 1️⃣ What investors are saying A new industry study reported in Financial Planning Today (12 March 2026) found growing openness to AI tools among investors. The numbers are striking: 63% of investors … Continue reading Clients Are Already Using AI. Many Advisers Haven’t Noticed Yet.
Academy of Life Planning 