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!
Making Investment Decisions: Men are from Mars, Women are from Venus
The role of gender difference has been acknowledged in many aspects of modern life. Recent research suggests than men are different than women when making financial decisions but to what extent should advisers take this into consideration? In a recent article...
Weekend Digest for Financial Planners/Advisers & Paraplanners (2nd & 3rd March)
February was all about momentum! And if the sound bites coming from Canary Wharf is anything to go by, even the FSA was on the ball! The latest centres on a warning about the risk of 'systemic mis-selling' from poor DFM risk mapping and another set of top questions...
Is This Why Networks Are Going The Way Of Dinosaurs?
Many industry commentators have given us several reasons why they think most networks can’t survive this brave new world. Outdated business models, crippling PI costs due to past errors and their tendency to become distribution channels for product providers, just...
Weekend Digest for Financial Planners/Advisers & Paraplanners (23rd & 24th Feb)
News that Britain has lost its top credit rating Aaa rating from Moody’s, having been downgraded to Aa1 could have come at a better time - not on a Friday evening when most people were just about hitting the pubs! Damn you Moody's! That's NOT going to stop anyone...
Is an “Investment Proposition” Intellectual Property?
Originally posted on AdviserLounge on 18th of February I am always keen to see how advisory firms differentiate themselves from the competition. I read recently in one of the industry publications of a firm that suggests that what separates it from other firms...
Weekend Digest for Financial Planners/Advisers & Paraplanners (16th & 17th Feb)
Passive- only investment propositions are back in the news this week, following the latest FSA Newsletter which is widely (mis)reported in industry press. The fact is, there is nothing new in this ‘Newsletter’ but it is worth a read and you can find it here. This...
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