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!
Paul Lewis, Social Media and Financial Journalism Gone Too Far
On Friday, Paul Lewis, host of BBC Radio4 Moneybox programme said this on Twitter… Yes he did! I understand what Paul was doing; teasing his followers to tune in and listen to his programme. Apparently, the programme includes a debate...
Weekend Digest for Financial Planners/Advisers & Paraplanners (12th & 13th Jan)
It's been a very busy week for at FinalytiQ; our survey result which show the great value paraplanners add to a financial advisory firm was covered in NewModelAdviser (detailed result and slides here) and my article on D2C plaforms, originally posted on...
The Folly of Performance Reporting
Note: Originally posted on AdviserLounge, in this article I challenge some inappropriate reporting practices. We’ve all seen it; advisers flaunting their investment prowess by showing the shiny performance data of their model portfolios, often in comparison to...
Survey Result: Adviser-Paraplanner Relationship Strengthened By RDR
For a role that barely existed a decade or so ago, paraplanning has definitely come a long way. With RDR, a lot has been said about what advisers can expect but what about paraplanners? Will they become more or less valuable? What do advisers expect from them...
Do We Really Need Another ‘Me Too’ Execution Only Platform?
Note: This is an article I wrote on execution-only platforms, originally for AdviserLounge News of yet another adviser firm launching or planning their own execution-only platform have now become a daily feature in industry press. While I never doubted that...
Weekend Digest for Financial Planners/Advisers & Paraplanners (5th & 6th Jan)
Here’s the latest installment of Adviser Digest, with a summary of the interesting articles this week. Click on the title to read the full article(opens new window). ...
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