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!

Woodford, Halo Effect and Mean Reversion

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.

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

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!

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

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...

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