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!
Weekend Digest for Financial Planners/Advisers/Paraplanners (20th& 21st April)
Welcome to this edition of the Weekend Digest. The squabbling over SuperClean share classes continued this week, with some learned fellows suggesting it could be a breach of competition laws and certain provider, presumably after taking their own legal advice,...
Video: Paul Armson on Delivering A Compelling Client Proposition
Earlier this week, I connected with Paul Armson of InspiringAdviserOnline for the lastest AdviserHangout session. Sharing his own inspiring story of how he got into financial services and built a successful business around delivering Lifestyle Financial...
Weekend Digest for Financial Planners/Advisers/Paraplanners (13th & 14th April)
Welcome to this edition of the Weekend Digest. I am sure I'm not the only one who is delighted to see the natural and (un)timely death of SuperClean share classes this week, the idea got what it deserves really! Good to see market forces are alive and well, even in...
Behavioural Investment Management: From Risk-Adjusted Return to Anxiety-Adjusted Return
This post is inspired by a new White Paper by BarcalysWealth, titled Overcoming The Cost of Being Human: (or, The pursuit of anxiety-adjusted returns, which sets out the framework for embedding behavioural finance into its investment management and advice process....
Weekend Digest for Financial Planners/Advisers & Paraplanners ( 6th & 7th April)
Happy New Tax Year! Welcome to latest edition of the Weekend Digest for Advisers. After another week dominated by platforms - mostly the big boys flexing the muscles in their attempt to get special treatments from fund groups on clean share classes- the words...
Clean Share Classes, Dirty Tricks and Taxes
Platforms are back in the news after the HMRC announced last week that rebates from fund managers to clients will be liable to income tax. The timing couldn't be any worse, given that we are coming to the end of the tax year. Bed and ISA just got harder! First,...
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