‘It’s up to us to determine whether AI works for us or against us’ Andrew Goodwin reflects on the rise of AI in wealth management through the lens of 1960s classic sci-fi show, StarTrek Shop around the numerous sci-fi-centric, retro-themed channels that nowadays populate TV schedules and you’ll very likely stumble across the original Star…
Happy Financial Adviser Blog
Andrew Goodwin: Flipping the narrative on successful investing
Andrew Goodwin intertwines the intricacies of pinball with a successful financial journey in his latest article for Professional Adviser… At the risk of making yours truly appear irredeemably ancient, it’s time to discuss pinball. As some readers may recall, this was a popular pastime in the long-ago era before Space Invaders and Pac-Man broke the…
Confronting the adviser’s dilemma
My route into financial advice wasn’t exactly what you would call typical. Although I had a fondness for numbers, the early part of my working life was spent in my family’s fruit-and-veg firm. The first major hint of what lay ahead came when I reached my mid-20s. With the Goodwins having somehow failed to…
Adviser viewpoint | Truly Independent’s Katie Brinsden on rising to the continued challenge of Consumer Duty
Back in 2024, I wrote an article that urged advisers to find positives in the perceived pain of regulation. The potential implications of Consumer Duty were at the heart of my arguments. Fast-forward to 2025, and we find the Financial Conduct Authority’s quest for “good outcomes” remains a major source of controversy in our industry….
Who holds the reins of the targeted support bandwagon?
I came across a fantastic spot of financial advice on social media the other day. It was jaw-dropping stuff, to put it mildly. An American gentleman in sunglasses introduced his young daughter, who was about to buy her first car. She had just been to the bank, which had given her a $15,000 loan…
What targeted support really tells us about our industry
The saga of targeted support is set to enter a new stage. With the consultation period over, the Financial Conduct Authority (FCA) is expected to produce a final policy statement in December. The regulator has recently been notably keen to stress the role the initiative could play in steering investors away from the…
Why tech can offer a fast track to easing advisers’ woes
I was recently asked what my dream job would be if destiny hadn’t steered me towards the wonderful world of financial advice. My response: a test-driver for Porsche. You see, I’ve loved Porsches for as long as I can remember. I’ve been lucky enough to own a few, but the thought of actually being…
Advisers shouldn’t have to be told to improve
My route into financial advice was unusual, to say the least. I had a fondness for numbers from an early age, but it was somehow decided this passion should be channelled into my family’s fruit-and-veg firm. As things turned out, the Goodwins failed to radically disrupt the world of fresh produce. As a…
Why building an adviser business is all about selling a need
Arguably the biggest challenge advisers face in building and marketing a business is that many people have yet to understand exactly what our profession is selling to them. In fact, a significant number seem to believe there is nothing to sell at all. Part of the problem is that advisers are routinely perceived…
Embracing tech with care
We all know advisers need to embrace technology. Advances such as artificial intelligence (AI) are vital to the future of our industry and our ability to help make a positive difference to millions of people’s lives. I’ve been especially vocal about this issue for some time now. As I’ve explained many times, I regard…




