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
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...
Steve Billingham: Blueprint for Financial Adviser Partnership With Accountants/Solicitors
Partnership between Financial Planners and Accountants/Solicitors should be a marriage made in heaven, according to Steve Billingham, author of a new book titled Professional Partners Success Blueprint: a proven step by step guide to developing profitable...
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...
Hangout With the lang cat’s Mark Polson on Platform Pricing, CIPs And The Pie Of Destiny
I recently connected to platform Guru Mark Polson of the langcat, to discuss the latest Langcat’s Platform Pricing Guide, Centralised Investment Propositions and the Pie of Destiny - don't worry about the latter, it's to do with who's getting paid what in the...
Bill Winterberg on Technology Tools for Adviser Marketing and Practice Management
I recently connected with Bill Winterberg, US-based Technology Consultant to Financial Planners and Founder of FPPad to talk about how advisers can use technology to improve their businesses in three key areas; Marketing, Practice Management and...
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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