Mark Pittaccio News Today

Aara became part of the Insurance Age team in spring 2019, and since then has covered a myriad of stories, ranging from what Insurtech means for brokers to the liquidation of Gibraltarian insurer, Lamp. Aside from work Aara spends time reading, listening to cheesy music and seeing friends.

If we cast our minds back to more than a decade ago, many of us were feeling the same sort of dread about the implementation of the Retail Distribution Review (RDR) as some are now about the Consumer Duty, Mark Pittaccio writes…

I recently wrote a news story about an employee from St James’s Place scoffing at the political views of a client in a private message on a social media platform.

Historically, men have been more likely than women to view paraplanning as a stepping stone to becoming an adviser. Recent research from Quilter Financial Planning’s behavioural consultancy shows this is still the case.

Three-quarters (77%) of female paraplanners do not want to become financial advisers compared to 38% of male paraplanners, according to research from Quilter Financial Planning.

The advice profession must 'lead from the front' to bring more women into financial planning and better serve the needs of female clients, according to Quilter's Amanda Cassidy. Here she talks to Julia Bahr about levelling the playing field...

Helping clients achieve the lives they want, rather than focusing on their money, is the starting point for many advice firms, but it has not always been that way.