Y TREE's analysis of 550 portfolios found that 84 per cent of wealth managers underperformed in 2025. Wealth management underperformance cost investors up to a third of their expected returns — and most don't even know it's happening.
There may be some disagreement on the true extent of it, but the UK, like most other western countries, is in the grip of a mental health crisis. Health Secretary Wes Streeting has described it as an “epidemic”. Several interventions have been shown to improve mental health, particularly mindfulness and cognitive behavioural therapy. But there’s one approach that, in my view, deserves far more attention than it’s given, and that’s financial planning. Survey after survey shows
Robin Powell
Mar 7, 20254 min read
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