Browse The Archives
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- 2013: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
- 2012: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
December 2021
January 2021
December 2020
November 2020
January 2020
October 2019
September 2019
July 2019
January 2019
- We lost a legend in St. Jack Bogle!
- 2018: An Uneventful Year for Asset Class Returns
- Cambridge University’s Professor Elroy Dimson to speak at Science of Retirement Conference 2019
November 2018
- The less you look (or the best managed volatility strategy in the world)
- Robo-advice and the art of growing customers for the competition
August 2018
July 2018
June 2018
March 2018
February 2018
December 2017
November 2017
October 2017
September 2017
April 2017
- Royal London ‘Drawdown Governance Service’: the future of income drawdown?
- Lower equity allocation in retirement: reducing risk or shooting yourself in the foot?
February 2017
- Bill Bengen: The Man Who Changed Retirement Planning
- Monthly Retainer Financial Planning Isn't Viable. Or Is It?
- Riskalyze shakes up risk profiling, eyes UK market
- RIP Robo Advisers, Long Live Robo for Advisers
- Fixed Withdrawal: Sustainable withdrawal rate with a twist
- Busting the myth of 'U-shaped' retirement spending
January 2017
- Natural yield: a totally bonkers retirement income strategy
- It ain’t volatility, stupid!
- Technically buggered: historical evidence of sequence risk in retirement portfolios
- Nobody Knows Sh**
November 2016
- FCA Market Study: Give closet indexers the ‘PPI treatment’
- A study on how asset managers stick two fingers up at investors
- Platform Survival Matrix
October 2016
- It's here! Advised Platform Report 2016!
- Platform Pricing: Myth vs Reality
- Platform Profitability: Myth Vs Reality
September 2016
- Standard Life MyFolio Vs Brainless Portfolio
- The Power Of The Brainless Portfolio
- Multi Asset Funds: Implications And Way Forward
- Why Most Multi-Asset Funds Are Worse Than Brainless
- My Frustration About Benchmarking Risk-Rated Multi Asset Funds
June 2016
- On Paul Lewis's Cash Vs Equities Research
- The Beginning of the End for Alliance Trust Savings?
- Longevity and Survival Probability In Retirement Income Modelling
May 2016
- Morningstar's Research: Why Safe Withdrawal Rate Is Still Pretty Safe
- Are Subscale SIPP Operators A Dying Breed?
- SIPP Due Diligence: Lowest Common Denominator Is Not Enough
- Flogged! Axa bows out of the platform market. What now?
April 2016
- Out and About: Aviva Retirement Income Conference (and other events in Q2)
- Isn't 'Robo-Advice' Just A Distraction For Most Advice Firms?
March 2016
February 2016
- Why Asset Managers And Direct Platforms Don't Mix
- Impact of Adviser Fees on Withdrawal Rates in Retirement Portfolios
- Why A Withdrawal Policy Statement Is Vital In Retirement Planning
- Economics of Direct Platforms And Robo Advice Report
- Meet The Professor of Retirement Income Planning
January 2016
December 2015
- Could Severe Market Conditions Ruin Safe Withdrawal Rate?
- Financial Plans Are A Bit Like Battle Plans
- Guyton-Klinger's Sustainable Withdrawal Rules for Retirement Portfolios
- Science of Retirement Conference 2016
October 2015
- Is Praemium hanging by a thread?
- Wealthtime: The Small Giant of Platform Land
- Guide To Platform Profitability 2015
- Are Guaranteed Drawdown Products Worth The Paper They Are Written On?
September 2015
- Does Cash Flow Reserve Reduce 'Pound Cost Ravaging' In Retirement Portfolios?
- Axa Elevate's up for sale? Follow the money.
August 2015
July 2015
- BlackRock's Big Bonanza
- Client Reporting: are platforms winning the battle and losing the war?
- Why I disagree with FinaMetrica’s Paul Resnik on Sequence Risk
- Cofunds up for sale: possible implications for advisers
June 2015
- Colin Lawson: A simple marketing strategy that brought in £400m assets
- Bad Index Funds Deserve Death
May 2015
March 2015
- Seb Dovey: How the wealthy choose a financial planner
- Alliance Trust's Boardroom Spat: Implications for Adviser Platform Due Diligence
February 2015
- Withdrawal Rates in Retirement Portfolios: Is the 4% Rule 'Safe' for UK Clients?
- Pound Cost Ravaging: Volatility Drag, Sequencing Risk & Safe Withdrawal Rates in Retirement Portfolios'
January 2015
December 2014
- Christmas Special
- Podcast 021: Jason Butler - From The Brink of Bankruptcy To London's Top Boutique Wealth Firms
- Jason Butler: Building A Financial Planning Business That Last Generations
- White Paper: Delivering A Robust Investment Proposition
- Awards For The Most Profitable and Biggest Loss-Making Platforms
November 2014
- Platform Profitability (Twitter) Award Event- 10am on Wed, 3rd Dec
- Podcast 020: Nick Blake - Vanguard Runs Its Business At Cost And Passes ‘Profits’ To Its Investors
- Nick Blake: The Vanguard Difference
- Platforms, Profitability and Paying Lip Service To Due Diligence
- Volatility Drag In A Retirement Portfolio And What To Do About It
- Rob Stevenson: Building Enterprise Value in Financial Planning Businesses
- Podcast 019: Rob Stevenson- Creating Enterprise Value In Financial Planning Businesses
October 2014
- 5 Takeaways From FCA Postive Compliance Workshop
- Chris Williams: Making The Most Of The Opportunities For Online Investment Advice
- Podcast 018: Chris Williams - Making Online Investment Advice Work
- The Value of Economic Forecasts and A Lesson in IFA Bashing
- Your Cashflow Plan Vs. The Market's Plan
- Podcast 017: Phil Billingham - Benchmarking UK's Top Financial Planning Firms
- Steve Martin: Walking The Talk As A Lifestyle Financial Planner
September 2014
- Podcast 016: Steve Martin - Walking The Talk As A Lifestyle Financial Planner
- Portfolio Practices That Enhance Advisers' Alpha
- Vanguard hits back! Beta Is (Nearly) Free, Alpha Is... Well, Expensive and Elusive
August 2014
- Ian Cooke: The Making Of A Financial Planning Empire
- Performance and Survivorship: A Closer Look At S&P Indices Versus Active Funds (SPIVA) Study
- Podcast 015: David Ferguson - On Handing Power Back To Advisers & Clients"
July 2014
- The GREAT BIG Legacy Asset Sh**storm
- Phil Billingham: What Top Planning Firms Have In Common
- YTD Performance of Major Indices
- Outsourcing to Discretionary Investment Managers: The Snag
June 2014
- Podcast 14: Is Percentage of AUM Adviser Fees Under Pressure? Plus Interview With Chris Daems
- Didn't You Say You're A 'Sophisticated Investor?'
- Claim to Fame: Movie Appearance
- David Ferguson: Taking On Legacy Providers and Winning
May 2014
- Simon Weeks of The WoW Company: Accounting Meets Financial Planning
- The Trouble With Volatility As A Proxy for Portfolio Risk
- Podcast 13: Advisers, Content Is Key To Winning Clients Online
- The Case for Low Cost Investing
- #2 Myth: 'No One Can Beat The Market'
- R.I.P, Active Vs. Passive (1971 - 2014)
April 2014
- Podcast 12: Simon Chamberlain on Independence, Platforms and Why Vertically Integrated Model Works
- Chris Daems: Why We Are Moving Our Clients To Fixed Retainer Fees
- A New Dimension
- Would You Bet £1million Against Warren Buffett?
- #1 Myth About Evidence Based Investing: ‘Passive Funds Guarantee Underperformance’
- Mind The Behaviour Gap
- Infographics: Cost of Active Funds
- Video: Behaviour Gap
- Simon Chamberlain: How We Value And Acquire Financial Planning Businesses
- Simon Chamberlain: £8bn AuM (In 5 Years) And Counting
March 2014
- Adviser's Alpha and The Cure for Behaviour Gap
- Fund Industry Has Its Straws In Your Smoothie (Or The Melting Iceberg of Fund Expenses)
February 2014
- Paul Armson: Financial Planning Conferences Need A Rethink
- Essential Reading for Advisers: Arithmetic of the Investing Costs
- Skandia WealthSelect: Is The 'Platform' Tail Wagging The ‘Investment Proposition’ Dog?
- Sean Weafer: How High-Trust Advisers Utilise Power of Emotions To Win Clients
January 2014
- Julian Gilbert: How We Did £1.5M Revenue With 3 Planners & 7 Support Staff
- Video: That's What Great Advisers Do
- FE Trusnet's Flawed Research Adds Nothing To The Active Vs Indexing Debate
- Podcast 008 - Derek Stewart: A Small IFA Firm Running c£100M FuM - Easy, With the Right Process
- ‘Contingent Charging’ & Execution Bias (Or ‘No Win, No Fee’ Adviser Charging)
December 2013
- Matt Anderson: The Right & Wrong Ways To Ask For Referrals
- Portfolio Benchmarks and The Absurdity of Sector Averages
- Don’t Believe The DFM Hype
- Overhauling Your Investment Proposition - A Case Study: Oyster Wealth Management
October 2013
- Share Class Conversion: A Little Guidance, A Lot More Confusion
- Neil Woodford: Let's Set The Record Straight
- Fund Managers Are (Still) Taking The Mickey
- Investment Guarantees: A crash course on the market
- Paraplanning: Cost Centre or 'Value for Money?'
September 2013
- AdviserHangout: Dennis Hall on Bereavement and Financial Planning
- Mark Polson: Are Platforms Charging Like Wounded Bulls?
- Steve Billingham: Blueprint for Financial Adviser Partnership With Accountants/Solicitors
August 2013
- Model Portfolios and Total Cost of Ownership
- Hangout With the lang cat's Mark Polson on Platform Pricing, CIPs And The Pie Of Destiny
- Bill Winterberg on Technology Tools for Adviser Marketing and Practice Management
- Will Financial Advice Remain A Lifestyle Business?
July 2013
- Paper TR13/5: 5 Commandments of Adviser-Charging
- Is the CFP Just Too Hard?
- The Scarcest Resource Within A Financial Planning Business
- AdviserHangout: Paul Resnik on The Science of Risk Profiling
June 2013
- Financial Planning At The Cost of Gym Membership
- Performance Attribution: Taking Credit Where None Is Due
May 2013
- Should Advisers Boycott New Funds
- Hangout With Greg Davies: Behavioural Investing - Application for Financial Planners
- DFM Fees Under Pressure But Headline Rates Are Not The Issue
- Weekend Digest for Financial Planners/Advisers/Paraplanners (11th & 12th Mayl)
- Hangout With David Ferguson: FCA Platform Paper, Legacy Asset and Implications for Advisers
April 2013
- Weekend Digest for Financial Planners/Advisers/Paraplanners (27th & 28th April)
- Weekend Digest for Financial Planners/Advisers/Paraplanners (20th& 21st April)
- Video: Paul Armson on Delivering A Compelling Client Proposition
- Weekend Digest for Financial Planners/Advisers/Paraplanners (13th & 14th April)
- Behavioural Investment Management: From Risk-Adjusted Return to Anxiety-Adjusted Return
- Weekend Digest for Financial Planners/Advisers & Paraplanners ( 6th & 7th April)
- Clean Share Classes, Dirty Tricks and Taxes
March 2013
- Weekend Digest for Financial Planners/Advisers & Paraplanners (30th & 31st March)
- Video: Michael Kitces on How Planners Can Differentiate in the Digital Age
- Weekend Digest for Financial Planners/Advisers & Paraplanners (23rd & 24th March)
- Weekend Digest for Financial Planners/Advisers & Paraplanners (16th & 17th March)
- Video: Tech Is No Threat To Financial Planners/Advisers
- Weekend Digest for Financial Planners/Advisers & Paraplanners (9th & 10th March)
- Making Investment Decisions: Men are from Mars, Women are from Venus
- Weekend Digest for Financial Planners/Advisers & Paraplanners (2nd & 3rd March)
- Is This Why Networks Are Going The Way Of Dinosaurs?
February 2013
- Weekend Digest for Financial Planners/Advisers & Paraplanners (23rd & 24th Feb)
- Is an “Investment Proposition” Intellectual Property?
- Weekend Digest for Financial Planners/Advisers & Paraplanners (16th & 17th Feb)
- Weekend Digest for Financial Planners/Advisers & Paraplanners (9th & 10th Feb)
- Weekend Digest for Financial Planners/Advisers & Paraplanners (2nd & 3rd Feb)
January 2013
- Video: AxaWealth's Shaun Sandiford on Adviser Platforms
- Weekend Digest for Financial Planners/Advisers & Paraplanners (26th & 27th Jan)
- Comments By Janet Walford OBE On My Post Re Financial Jounalism
- Weekend Digest for Financial Planners/Advisers & Paraplanners (19th & 20th Jan)
- Paul Lewis, Social Media and Financial Journalism Gone Too Far
- Weekend Digest for Financial Planners/Advisers & Paraplanners (12th & 13th Jan)
- The Folly of Performance Reporting
- Survey Result: Adviser-Paraplanner Relationship Strengthened By RDR
- Do We Really Need Another ‘Me Too’ Execution Only Platform?
- Weekend Digest for Financial Planners/Advisers & Paraplanners (5th & 6th Jan)
- Top 7 Blog Posts in 2012
December 2012
- Happy New RDR Year
- Weekend Digest for IFAs, Financial Planners & Paraplanners (15th &16th Dec)
- Survey: Adviser View of Paraplanning in a Post-RDR World
- Weekend Digest for IFAs, Financial Planners & Paraplanners (8th & 9th Dec)
- Autumn Statement 2012: Facts and Figures for Financial Planners/IFAs
- A Financial Planner Who Is 'Rubbish With Numbers'
- Weekend Digest for IFAs, Financial Planners & Paraplanners (1st & 2nd Dec)
November 2012
- Over-Engineered Client Reports
- Which Tax Wrappers Should 'Adviser Charge' Come Out Of?
- Weekend Digest for IFAs & Financial Planners (24th & 25th Nov)
- FinalytiQHangout: In-House Centralised Investments Propositions (CIPs)
- Weekend Digest for IFAs & Financial Planners (17th & 18th Nov)
- Risk Tolerance Tests: What Investment Advice & Brain Surgery Have In Common
- FinalytiQHangout with Pete Matthew: Outsourcing to DFMs
- Weekend Digest for IFAs & Financial Planners (10th & 11th Nov)
- Weekend Digest for IFAs & Financial Planners (3rd & 4th Nov)
October 2012
- Midweek Digest for IFAs and Planners (30th Oct)
- Weekend Digest for IFAs & Financial Planners (27th & 28th Oct)
- Midweek Digest for IFAs and Planners (24th Oct)
- Weekend Digest for IFAs and Financial Planners (20th & 21st Oct)
- Midweek Digest for IFAs and Planners (17th Oct)
- Weekend Digest for IFAs and Financial Planners (13 & 14th Oct)
- Midweek Digest for IFAs and Planners (10th Oct)
- Is Your Investment Process The Weak Link?