Financial Services

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Does Your Financial Plan Make Any Sense to You?

Is your financial plan just a bunch of numbers crunched to the point of no return? I often wonder if the general public has any idea about what really goes on within the financial services industry. When they take the step towards planning for their financial objectives, are they receiving the best advice available or simply the most available advice?
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The Five Cs of Building Trust in Business

How often have you been burned by a business or personal relationship? I'll bet it happens more often than you want to admit. Research says that you do, as our levels of trust have been on the decline since the 1960s. The 2013 Edelman Trust Barometer ranks trust in financial services at 46 per cent, with advisors ranking the lowest in this sector.
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The Next Big Thing in Funding Innovation

While it took a few years after the financial crisis for financial services start-ups to get their business models refined to the point where they can come to market they are here now, and these alternative financial services technology companies are becoming viable and increasingly common sources of financing for entrepreneurs and small businesses.
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Banks Need to Win Back Customers' Trust

It has all come to where we are today: Loss of confidence, loss of trust, and staggering market losses. This is the time for transparency, authentic conversation, honesty and humility. Those who display this behaviour have a chance to slowly regain the shattered trust of their customers. Straight talk. Honest talk. Committed talk. No spin. No rationalization. The industry messed up, and the public wants to hear the truth.