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!
Platform Survival Matrix
A simple due-diligence question advisers often try to answer is; what are the odds a platform will survive in this intensely competitive market place? As clients face the prospects on prolonged period in retirement, it's crucial that a platform will be around to...
It’s here! Advised Platform Report 2016!
It's here! Today, we published the 2016 edition of the Advised Platform Report! It's the most comprehensive analysis of advised platforms you’ve ever read. It's pack extensive data and critical analysis on the financial performance of 26 advised platforms who...
Platform Pricing: Myth vs Reality
Here's another myth bursting video! This time, on platform pricing. We often hear people suggest that platforms that make a profit, do so by charging more. So in this video, I examined the relationship between cost of assets on platforms and the profitability of...
Platform Profitability: Myth Vs Reality
Imagine my surprise a few days ago when I read that advised platform sector made a profit in 2015! This is news to me. And I have been researching the financial performance of platforms for some time now, before it became fashionable to do so. So what the does our...
Standard Life MyFolio Vs Brainless Portfolio
The overwhelming conclusion of The Great Guide to Risk-Rated Multi-Asset Funds is that multi-asset managers have no asset allocation, manager selection or risk management expertise worth paying for. Judged against simple low-cost equity-bond portfolios constructed by...
The Power Of The Brainless Portfolio
Looks like The Great Guide to Risk-Rated Multi Asset Funds rattled the cage of asset managers, as intended. It's fun to watch asset managers and their stooges fall over themselves to serve up their excuse why for they fail investors miserable. They blame difficult...
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