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!
Sponsored consultancy reports: The new product commission
I used to think of myself as a consultant. I still do - to a degree. I’ve always tried to approach the work with a critical, data-driven, no-holds-barred mindset, that’s constantly challenging the status quo. I cut my teeth in the industry pontificating on what the...
SORC20 Headliner David Schneider Announced
We have some exciting news... Drum-roll, please!TV personality David Schneider will be delivering a keynote at the Science of Retirement Conference in London on the 5th of March! David is one of the countries leading comedians and storytellers, but what has that got...
Woodford, Halo Effect and Mean Reversion
Addressing what seems to be quite a hot topic of discussion within the financial world! Following on from my initial posts, today I discuss the "Woodford Saga" in more detail, and how it is currently circulating the industry.
Expensive multi-asset funds undermine the value of advice.
For the last few years, we have published an annual study of the multi-asset fund universe. The result of our latest study is as heart-wrenching as previous years; the overwhelming majority of multi-asset fund managers don’t add any value through their asset...
Recommended Summer Reading for Advisors
Summer is upon us. If you're looking for what to read during your holiday, here's some of the best books I’ve read so far this year and some of the thought-provoking bits for each book. 1. Stay The Course: The Story of Vanguard and the Index Revolution by John C Bogle...
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...
3,000+
Avid Subscribers