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Financial Advice

  • Tuesday, 9 July, 2024
    FT Financial Literacy and Inclusion Campaign
    Even Wall Street bankers’ kids need lessons in financial literacy

    In the US, entrepreneurs, donors and family foundations are backing initiatives to teach the basics of managing money

    A man in a polo shirt standing in an empty classroom with book-filled shelves and old computers lining the wall behind him
  • Saturday, 6 July, 2024
    How to protect your wealth from future Labour tax raids

    Advisers plot ways to ‘Labour-proof’ clients’ finances after landslide victory

  • Thursday, 27 June, 2024
    Faith Glasgow
    The great wealth transfer is coming (but are advisers prepared?)

    Compared with their parents, children often have different expectations when it comes to managing their money

    Three generations of a family walking on a beach
  • Friday, 21 June, 2024
    Moira O'Neill
    Should you really open the Bank of Mum and Dad?

    ‘Nepo-investors’ are on the rise, but will they spend wisely?

  • Friday, 21 June, 2024
    St James's Place PLC
    St James’s Place under scrutiny: what do its customers say?

    Mixed responses from FT readers about the UK’s biggest wealth manager

  • Friday, 17 May, 2024
    InterviewPersonal Finance
    Bryan Robson: ‘I was fed up of seeing mates ripped off’

    The former England football captain launches new financial advisory service for sports stars

    Bryan Robson in a stand at a football stadium
  • Thursday, 15 February, 2024
    Financial services
    FCA warns advice firms over high charges

    20 of the biggest groups asked for details of fees on ongoing services

    The offices of the Financial Conduct Authority in London
  • Friday, 2 February, 2024
    Annuities
    Pension planning: annuities back on the table

    Higher interest rates have boosted income for life options

  • Friday, 19 January, 2024
    Moira O'Neill
    Should you put all your investment eggs in one basket?

    The financial compensation scheme limit urgently needs to be reviewed

  • Friday, 12 January, 2024
    Claer Barrett
    Why it pays to be picky about mortgage brokers

    When a price war breaks out, choose your money-saving weapons carefully

    A row of terraced houses in London. Before anyone with a looming refinancing reaches for the holiday brochures, remember that nobody can predict the future path of interest rates
  • Saturday, 30 December, 2023
    FT Financial Literacy and Inclusion Campaign
    Four ways to sort out your financial life in 2024

    New year resolutions to revolutionise your relationship with money

  • Friday, 15 December, 2023
    Serious MoneyClaer Barrett
    The money question 30-somethings are most likely to ask

    Regulatory shift means more meaningful answers will soon be possible

  • Saturday, 2 December, 2023
    Claer Barrett
    The untimely death of the funeral

    The rise of direct cremations might save money, but what would mourners lose?

    Coffin decorated with white flowers during funeral ceremony in church
  • Sunday, 19 November, 2023
    Fund management
    Wall Street watchdog floats plan to let brokers promise future results

    Finra proposal would allow performance projections in marketing to wealthy and institutional investors

    Finra sign
  • Friday, 3 November, 2023
    Investments
    Take part in a live recording of the FT’s Money Clinic podcast

    Audience questions to be taken at Bristol Festival of Economics

    Headshots of Claer Barrett, Susannah Streeter and Sarah O’Connor
  • Friday, 27 October, 2023
    Rich People’s ProblemsJames Max
    Should I trust online financial recommendations?

    Those reviews are not the same as feedback for restaurants and wine

  • Monday, 23 October, 2023
    FT GuidesDigital financial services: an explainer
    What do digital wealth management platforms offer?

    The latest services use advanced algorithms and technology to offer clients fully managed portfolios

    A man at a table covered with papers and a laptop explaining something on a tablet to a woman sitting next to him. Another woman is sitting at the table and other people are standing around
  • Monday, 23 October, 2023
    FT GuidesDigital financial services: an explainer
    What is robo-advice and how can it provide low-cost financial planning?

    Competitive pricing and easy-to-use investment tools are the main attractions for beginner investors

  • Friday, 29 September, 2023
    Personal Finance
    Advisers urged to improve client communications

    Firms face greater scrutiny under new Consumer Duty rules

  • Friday, 18 August, 2023
    FT Financial Literacy and Inclusion Campaign
    Social media finfluencers embrace the rules to reach a new audience

    Young online experts fight against misinformation and offer proper financial guidance

    Collage of social media influencers Timi Merriman-Johnson, James Shackell, Kia Commodore and Bola Sol
  • Friday, 11 August, 2023
    Claer Barrett
    The price of saying ‘I don’t’ to a friend’s wedding

    As nuptials enter the digital age, guests are being asked to spend more than ever

    Jonathan McHugh illustration of a wedding invitation RSVP that includes spaces for a credit card number, expiry date, CVC number and first and last name - decorated with colourful currency signs.
  • Thursday, 3 August, 2023
    Jason Butler
    Do you have a plan for your retirement money?

    People seldom have clear financial goals but planning can help

  • Friday, 14 July, 2023
    Claer Barrett
    It pays to open up about mortgage pain

    Rising rates on home loans will put a strain on relationships unless we challenge taboos about money

    A pink piggy bank smashed in half with a few coins lying around it
  • Friday, 23 June, 2023
    Serious MoneyClaer Barrett
    Banks must play fair as mortgage rates rise

    As millions brace for the impact of more expensive home loans, here’s my don’t panic guide to what happens next

  • Wednesday, 21 June, 2023
    Wealth management
    Wealth managers refocus to respond to women

    Female clients tend to think differently about money

    Victoria Ross, a chartered financial planner at Progeny
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