Welcome our blog. This is where we share thought-provoking, no-holds-barred opinions and commentaries on all things retirement income, financial planning and investing!
We lost a legend in St. Jack Bogle!
The news of the passing of legendary investor Jack Bogle nearly brought a tear to my eye. I’ve personally never even met St. Jack (as he's endearingly referred to) yet the man still had an immense impact on my life and career and I know many advisers will feel the...
2018: An Uneventful Year for Asset Class Returns
Contrary to what you might have read in the papers, 2018 was a pretty uneventful year for the UK stock market - and indeed, the global market as a whole. While the financial media appears to be up in arms about the negative return experienced by most major stock...
Cambridge University’s Professor Elroy Dimson to speak at Science of Retirement Conference 2019
We’re delighted and honoured to announce that Professor Elroy Dimson from Cambridge University will deliver a keynote at the Science of Retirement Conference on Thurs., 28th February 2019 at the Science Museum, London. Jack Bogle once said that ‘investment...
The less you look (or the best managed volatility strategy in the world)
<blockquote class="twitter-tweet" data-lang="en"><p lang="en" dir="ltr">If you wish to lower the volatility of your portfolio, stop looking at it so often.</p>— Rick Ferri, CFA (@Rick_Ferri) <a...
Robo-advice and the art of growing customers for the competition
‘We have been growing customers for General Motors’ observed Lewis Crusoe, a vice-president of the Ford Motor Company in the 1950s. Mr Crusoe was talking about a well-known problem at the company; low-income Ford owners were trading up to a medium-priced...
Will the FCA’s inducement rules kill off on-platform tools?
Should advisers use free – but often inferior – tools offered by platforms and product providers, or should they pay for best-of-breed, independent tools available in the marketplace? This debate has raged among advisers for a long time. The FCA might have...
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