Simon Segal

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Financial planning

16 Oct

Life advisers still in the game

Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...

Financial planning

16 Oct

Consolidators slide from view.

Consolidators have been big news in the last year but their success has been mixed. Simon Segal examines where they fell in this year’s rankings....

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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

The succession planning dilemma for younger staff

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

Working collaboratively with law firms to settle family disputes

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

Fixing the PY pipeline: Addressing the challenge for licensees

1 month 1 week ago

Simon Segal

Simon Segal

Simon 's social profiles:

News by this author

Financial planning

Financial planning

Never miss the latest news and developments in wealth management industry

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Real-Time Settlement Efficiency in Modern Crypto Wealth Management

Trump, tariffs, and turmoil: Why investors are seeking alternatives

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