financial advisers
Coverage of financial advisers in the Nexus archive.
- Financial advisers tell us how they handle clients who love to gamble
Gambling is described as widespread and easy. The article addresses the methods financial advisers use to manage clients who have a passion for gambling. It seeks to explain how professional advisers keep such clients financially in check.
- Parents haggle with private schools over fees as VAT pushes up costs
Parents are currently negotiating fees with private schools as VAT increases overall costs. Financial advisers report that families are now band together to negotiate a group discount for their children due to the 20% tax rate.
- Why Edward Jones thinks AI can defuse a demographic time bomb
Edward Jones Investments, led by managing partner Penny Pennington, is leveraging AI to address a talent shortage caused by an aging workforce of financial advisers. The firm aims to retain expertise by centralizing knowledge from client interactions and using AI to enhance advisers' efficiency, while maintaining a human-centered business model.
- Baillie Gifford pursues ‘voluntary exits’ under new strategy
Baillie Gifford is implementing a voluntary exits strategy for UK-based staff as part of a refocus on family offices and financial advisers in the US and Asia.
- How to invest a £10,000 lump sum: Read our guide on where to put your cash - and where you could earn returns of 75 per cent in just five years
The article provides a guide on investing a £10,000 lump sum, suggesting potential returns of 75 per cent in five years. It offers advice on where to invest the cash. The guide aims to help readers make informed investment decisions.