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 (9th & 10th Feb)
Welcome to the end of another interesting week! My highlight this week? Hanging out on G+ with Gareth Thompson of Codepotato taking websites, SEO and content marketing for financial planners/advisers! And going by the page views so far, it has been very...
Weekend Digest for Financial Planners/Advisers & Paraplanners (2nd & 3rd Feb)
This week, the FTSE ended it’s best January performance in 24 years (as if anyone really cares) and no doubt equity fund managers are all feeling pleased with themselves (self attribution bias). Word out there is, analysts at Citigroup are getting a bit too excited...
Video: AxaWealth’s Shaun Sandiford on Adviser Platforms
On Thursday 24th Jan, I connected with Shaun Sandiford, Business Development Director of AxaWealth for a live G+Hangout. Shaun shared his incredible insight into the platform markets and issues that affect advisers going forward including fee collection and funded...
Weekend Digest for Financial Planners/Advisers & Paraplanners (26th & 27th Jan)
This week, our friends in the shinny offices of Canary Wharf issued a list of top questions asked by advisers on RDR and their answers to those questions! Long overdue if you ask me. Overall though, we think it is a very useful piece and hopefully one that helps...
Comments By Janet Walford OBE On My Post Re Financial Jounalism
My post earlier today caused a bit of stir on Twitter! Most of the comments I received were supportive, although I got a bit of bollocking too (never mind, you can't please everyone!) The debate was fun and in fairness to Paul, he responded to the comments pretty...
Weekend Digest for Financial Planners/Advisers & Paraplanners (19th & 20th Jan)
If you are on Twitter, you must have seen the stir caused by a tweet from Paul Lewis, host of BBC MoneyBox programme and no doubt my post that challenged Paul on his comment! In fairness to him, Paul has acknowledged that was probably not his finest moment! Having...
3,000+
Avid Subscribers