Articles
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Aug 2, 2024 |
healthcareandprotection.com | Shelley Read
We are all probably aware of high-profile cases where following an accident or serious illness, seemingly wealthy people have struggled to cope financially. It could be that financial resilience has never been something they have needed to think about or seem necessary for them to consider. However, many UK adults who are deemed as well off still depend on an income or possibly two to maintain their current lifestyle.
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Jul 18, 2024 |
steamboatmagazine.com | Tea Obreht |Shelley Read
(Ben Fountain is a featured author at this year’s Literary Sojourn.
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Jul 10, 2024 |
covermagazine.co.uk | Shelley Read
So, how are advisers feeling as we approach the one year anniversary of the Consumer Duty? Most we speak to have welcomed its introduction. Of course, many were fulfilling the majority of requirements anyway, and often all that was needed was just a few tweaks and updates to be fully compliant. A significant change is wealth advisers having a greater focus on clients' protection needs, while providers have seen an increase in requests for training and support from this group of advisers.
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Jul 9, 2024 |
professionaladviser.com | Shelley Read
So, how are advisers feeling as we approach the one year anniversary of the Consumer Duty? Most we speak to have welcomed its introduction. Of course, many were fulfilling the majority of requirements anyway, and often all that was needed was just a few tweaks and updates to be fully compliant. A significant change is wealth advisers having a greater focus on clients' protection needs while providers have seen an increase in requests for training and support from this group of advisers.
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Jun 27, 2024 |
amyjuliabecker.substack.com | Shelley Read |Amy Becker
I am one of those people who feels both peace and excitement simply in the presence of books. Independent bookstores literally help regulate my nervous system. Even the book racks in Target feel like safe harbor in the sea of home goods and exercise equipment. As a result, I buy more books than I can ever hope to read. Still, summer is a great time for reading, and I’m looking forward to many hours curled up (or stretched out) with a book in hand.
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