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!

AdviserHangout: Dennis Hall on Bereavement and Financial Planning

AdviserHangout: Dennis Hall on Bereavement and Financial Planning

  Financial planning isn't the simplest job in the world but no matter how complicated and boring you think it is, it’s far more fun to talk to clients about cash flow planning, investing and retirement planning than it is to talk about death –  especially their...

Model Portfolios and Total Cost of Ownership

Model Portfolios and Total Cost of Ownership

Are off-the-shelf model portfolios getting more than their own fair share of fees?  The use of model portfolios have become common place within advice firms, with many choosing to outsource or use off-the-shelf model portfolios, typically provided by DFMs and research...

Will Financial Advice Remain A Lifestyle Business?

Will Financial Advice Remain A Lifestyle Business?

  Have you ever wondered what the future holds for advice businesses? What will a typical advice business look like in five or ten years' time? Will a typical firm be smaller or bigger? Will financial advice move away from being a lifestyle business to more of a...

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