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 IFAs & Financial Planners (17th & 18th Nov)
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). Deprivation of Assets for Long Term Care In this blog, Kim Bendall of...
Risk Tolerance Tests: What Investment Advice & Brain Surgery Have In Common
This post was inspired by a presentation by Paul Resnik of FinaMetrica in London a few days ago. Following the FSA Guidance Paper published in March of last year, providers of risk profiling tools claim to have improved their tests. Many advisers have also...
FinalytiQHangout with Pete Matthew: Outsourcing to DFMs
On Friday 9th November, I connect with with Pete Matthew, the MD of Jacksons Wealth in Penzance, Cornwall and the Creator of MeaningfulMoney.tv to talk about outsourcing to DFMs. Pete shared some great insights from his own experience with choosing a DFM;...
Weekend Digest for IFAs & Financial Planners (10th & 11th Nov)
In this installment of Adviser Digest, we give a summary of the interesting articles this week. Click on the title to read the full article(opens new window). In For A Bumpy Ride? Malcolm Kerr of Ernest & Young writes in MoneyMarketing about...
Weekend Digest for IFAs & Financial Planners (3rd & 4th Nov)
In this installment of Adviser Digest, we give a summary of the interesting stuff so far this week. Click on the title to read the full article(opens new window). ...
Midweek Digest for IFAs and Planners (30th Oct)
In this installment of Adviser Digest, we give a summary of the interesting stuff so far this week. Click on the title to read the full article(opens new window). ...
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