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Welcome to the global gathering place for the financial planning profession
From January 2013, advisers and planners in the UK will have had to fulfil the Retail Distribution Review’s (RDR) requirements if they are to continue trading under the new rules laid down by the UK’s regulator, the Financial Services Authority (FSA). Continue reading The Effects of Retail Distribution Review (RDR) on Consumers
January 2013 heralds a new dawn for financial advisers and planners in the UK with the requirements of the Retail Distribution Review (RDR) to be implemented. Amongst the raising of standards of qualifications and gap-filling of knowledge, the introduction of “adviser charging” will probably prove to be the most challenging, for some. Continue reading Charging Fees: Breaking the Myths
I am often asked what area of work I specialise in and I always reply, “financial planning”. In addition, I consider that I undertake ‘comprehensive’ financial planning and not ‘holistic’. The latter means you have to cover every aspect of your advice and could lead you wanting, whereas the former is extensive, covering most. Continue reading Focused Advice is not Really Financial Planning
The idea of a new year and a new start is fine in principle, but most resolutions, it seems, that are made on January 1st are broken before the month is out. I generally do not make New Year resolutions but instead revisit the goals I set last year, normally with my husband, and set different ones as well. By setting specific, measurable, attainable and realistic objectives for the short, medium and long-term, there is a sense that they are likely to be achieved. Continue reading New Years Resolutions: How to Set Goals and Stick To Them
Trust seems to be at an all-time low in the field of journalism here in the UK, due to the unethical stance of some newspaper reporters and the exposure of telephone hacking. What surprised me, listening to a recent discussion about it, is one journalist who defended the actions with regard to celebrities, who “were up for it anyway.” Continue reading Extra! Extra! Professional Ethics News to the Fourth Estate |
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By Marlene Shalton, CFP