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  • Friday, 24 June, 2022
    Faith Glasgow
    Is your wealth manager in tune with their female clients?

    Household wealth is becoming more equally shared between men and women

  • Friday, 24 June, 2022
    Wealth management
    Fees increasingly on the agenda for wealth management clients

    Market turmoil adds to clients’ concerns about charges

  • Tuesday, 21 June, 2022
    Investments
    Money Clinic podcast: Making sense of the market meltdown

    FT experts Katie Martin and Robert Armstrong consider the way ahead for new investors

  • Tuesday, 21 June, 2022
    Money Clinic with Claer Barrett podcast33 min listen
    Making sense of the meltdown in markets

    The past few weeks have been a real test of investors’ mettle

  • Friday, 17 June, 2022
    Serious MoneyClaer Barrett
    Father’s Day advice for new investors

    As markets turn bearish, will young investors run screaming into the woods?

  • Tuesday, 14 June, 2022
    FT Financial Literacy and Inclusion Campaign
    Money Clinic podcast: What did your dad teach you about money?

    Ahead of Father’s Day, we ask if the internet has had a greater influence on our habits than our parents

  • Monday, 13 June, 2022
    Charles Schwab
    Charles Schwab to pay $187mn settlement to robo-adviser clients

    SEC slams ‘egregious’ allocations of customer money that extracted ‘hidden costs’

  • Friday, 3 June, 2022
    Hargreaves Lansdown PLC
    Hargreaves Lansdown bets on ‘hybrid’ financial advice to keep aspiring retirees on board

    Older customers thinking about leaving work tend to turn to more specialist wealth managers

  • Thursday, 5 May, 2022
    Serious MoneyClaer Barrett
    Instagram must stop the scammers targeting Gen Z

    Cloned accounts con followers of genuine financial content creators out of thousands

  • Thursday, 5 May, 2022
    Personal Finance
    DIY retirement savers blocked from transferring final salary pensions

    Financial advisers ‘rarely take on clients who want to manage their own funds’

  • Tuesday, 3 May, 2022
    First-time buyers
    Money Clinic podcast: How to buy your first property

    After the hard work of saving for a deposit, here’s everything first-time buyers need to know

  • Friday, 22 April, 2022
    Investing in funds
    Neglected heirs: widows who take over the family finances

    Wealth managers face calls for more focus on bereaved women amid huge asset transfers

  • Tuesday, 12 April, 2022
    FT Financial Literacy and Inclusion Campaign
    What can the Rolling Stones teach us about financial literacy?

    Money Clinic podcast explores how the demographics of the super group’s fan base are tuned in to retirement planning

  • Monday, 11 April, 2022
    Personal Finance
    FT reader event: An evening with Merryn Somerset Webb

    Meet our investment columnist at the FT’s historic Bracken House headquarters

  • Friday, 8 April, 2022
    Serious MoneyClaer Barrett
    OK boomer, what’s your inheritance tax strategy?

    Soaring property prices mean adult children fret about their parents’ tax planning abilities

  • Friday, 18 March, 2022
    Final salary schemes
    Pension transfers decline as advisers back away

    Number of IFAs permitted to give transfer advice has more than halved in the past four years

  • Wednesday, 19 January, 2022
    ETF HubLatest news on ETFs
    Switch to ESG indices has not pleased all European investors

    Industry observers say repurposing an ETF can affect the client relationship and destroy trust

  • Tuesday, 4 January, 2022
    Personal Finance
    Money Clinic podcast: Get on top of your tax return

    How freelancers can get their finances in order ahead of the January 31 deadline

  • Tuesday, 21 December, 2021
    FT Financial Literacy and Inclusion Campaign
    Lucy Kellaway’s crypto classroom confessions

    Lucy Kellaway, Patrick Jenkins and Peter Spiegel talk financial literacy with Claer Barrett

  • Tuesday, 21 December, 2021
    FT Financial Literacy and Inclusion Campaign
    Against the odds: the struggles of migrants to build a business

    The FT’s Financial Literacy and Inclusion Campaign: Despite many obstacles, new arrivals have a record of entrepreneurship

  • Wednesday, 8 December, 2021
    ETF HubLatest news on ETFs
    Santander to launch an ETF robo-adviser with SigFig

    The plans, revealed in a regulatory filing, did not specify which ETFs had been selected for the portfolios

  • Wednesday, 1 December, 2021
    Workplace pensions
    Pension providers must push guidance service, says watchdog

    Savers accessing retirement cash will be offered appointment with Pension Wise from June

  • Friday, 26 November, 2021
    Investments
    Does your investment portfolio need an MOT?

    Money Clinic podcast is looking for people who need to have a financial sort out

  • Tuesday, 23 November, 2021
    Remuneration
    Money Clinic podcast: How to ask for a pay rise

    Listeners get expert advice on asking for a raise — and making sure you get one

  • Friday, 19 November, 2021
    Serious MoneyClaer Barrett
    Do you pay too much for financial advice?

    Clients expect ‘advice by Zoom’ to be cheaper than face-to-face

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