Financial advisers clinging to traditional "delegating models" in hopes of attracting Generation Z are in for a rude awakening. This new generation, poised to inherit a staggering £5.5 trillion in assets over the next 30 years, has no need for your outdated services. The rise of "finfluencers" has shattered the information asymmetry that once defined … Continue reading Financial Advisers: Rethink Your Approach for Gen Z or Face Irrelevance
Tag: investment
Creating Income as a Financial Planner: Leveraging Human Capital for Sustainable Revenue
In the dynamic landscape of financial planning, the traditional paradigms often focus on managing financial capital, overlooking the vast potential of human capital. Financial planners can significantly enhance their clients' income streams by recognising and leveraging their human capital, a concept extensively studied and endorsed by leading institutions such as the CFA Institute and the … Continue reading Creating Income as a Financial Planner: Leveraging Human Capital for Sustainable Revenue
The Growing Concern of Impact-Washing in Social Investing
The Growing Concern of Impact-Washing in Social Investing At the Academy of Life Planning, we are dedicated to fostering transparency, integrity, and true social value in financial planning. Recently, a thought-provoking article by Mick McAteer of the Financial Inclusion Centre has brought to light a significant issue in the social investing sector: impact-washing. As champions … Continue reading The Growing Concern of Impact-Washing in Social Investing
Academy of Life Planning 