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 (30th & 31st March)
Welcome to this Weekend Digest! In this edition, we look at interesting industry developments, including the subject of tax on fund rebates and a piece on auto-enrolment. As the FSA morphs into the FCA, we look at what is on the new regulator's radar and in order...
Video: Michael Kitces on How Planners Can Differentiate in the Digital Age
Yesterday, I connected with Michael Kitces, a thought-leader in financial planning and publisher of the highly regarded Nerd's Eye View Blog for the latest edition of FinalytiQ hangout. It was a fantastic session, to say the least as Michael shares incredible...
Weekend Digest for Financial Planners/Advisers & Paraplanners (23rd & 24th March)
With the tax year-end approaching, The Chancellor's Budget Speech and Cyprus literally in flames, this week must have been a very busy one for you all. So, I have decided to keep this week's Adviser Digest really short with just 3 articles to look at. Click on...
Weekend Digest for Financial Planners/Advisers & Paraplanners (16th & 17th March)
News this week that the FSA is planning to ban rebates on legacy business paid by fund groups to platforms from 2016 is bound to get platform bosses scratching their heads, wondering if the end is nigh.... given how difficult it's been for many to turn a...
Video: Tech Is No Threat To Financial Planners/Advisers
Yesterday, I connected with Alan Smith, CEO of London-based Capital Asset Management and Sebastian Dovey, Managing Partner of Scorpio-Partnership, consultants to the wealth management industry, for the latest edition of #FinalytiQHangout. The discussion centers on how...
Weekend Digest for Financial Planners/Advisers & Paraplanners (9th & 10th March)
Welcome to the latest edition of Weekend Digest. This week, we look at articles on sales.... (yes, that dirty word) and marketing, which includes the use of social media. We end with an article on a common conundrum for many advisers; should we hire someone less...
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