Tag: financial-service

When Flexibility Becomes Forgetting: Removing Annual Suitability

Why Removing Annual Suitability Risks Burying the UK’s Fee-for-No-Service Reckoning By Steve ConleyAcademy of Life Planning A trustworthy regulator does not erase the audit trail when the bill is about to fall due. A quiet proposal with loud consequences The Financial Conduct Authority is consulting on removing the requirement for annual suitability reviews for advisers, … Continue reading When Flexibility Becomes Forgetting: Removing Annual Suitability →

🌊 The River, the Rock, and the Rising Age: The Change Begins From Within

“The river does not argue with the rock. It flows around it—and wears it away.” As I sat in yet another Mansion House discussion this week—an Aquarian task force dissecting the hardened contours of a Piscean financial system—I felt a deeper truth stir beneath the surface noise of economic reform and regulatory rhetoric. It’s not … Continue reading 🌊 The River, the Rock, and the Rising Age: The Change Begins From Within →