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!
Should Advisers Boycott New Funds
This article was originally posted on FTAdviser I often attend industry events where fund managers get to pitch their ‘latest funds’ and I have noticed the common dominator.The fund manager/group has found what they consider a better way of managing funds than they...
Hangout With Greg Davies: Behavioural Investing – Application for Financial Planners
Set your reminders for 2:00pm on Wednesday 22nd of May for the next AdviserHangout. My guest this time is Greg B Davies, Head of Behavioural and Quantitative Investment Philosophy at BarclaysWealth. Arguably, one of the hottest topics in financial services...
DFM Fees Under Pressure But Headline Rates Are Not The Issue
This article was originally written for and published on FTAdviser Discretionary Fund Managers are under pressure to perform and lower their fees. A recent survey of 100 DFMs by CoreData found the average DFM would drop a fund manager after just 10 months of...
Weekend Digest for Financial Planners/Advisers/Paraplanners (11th & 12th Mayl)
Welcome to this edition of the Weekend Digest. Perhaps the most important piece of industry news this week is the realisation by advisers that someone's been scheming how best to take away their bread and butter, right under your nose. Turns out, certain providers –...
Hangout With David Ferguson: FCA Platform Paper, Legacy Asset and Implications for Advisers
I recently connected with Nucleus CEO, David Ferguson for the AdviserHangout to talk about FCA Platform Paper, legacy asset and implication for advisers and platforms. David talked about what the paper means for platform business models and profitability...
Weekend Digest for Financial Planners/Advisers/Paraplanners (27th & 28th April)
Welcome to this edition of the Weekend Digest. The FCA Platform Paper (PS13/1) was The Story of the Week and I'll imagine the excitement will continue in the coming weeks. You can read the key points of the paper pretty much everywhere, although the actual...
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