The passive fund industry has grown strongly over the last decade or so as investors have increasingly sought out lower-cost solutions and, in the case of the UK, due to the Retail Distribution Review.

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More and more clients – especially the wealthier clients who are more likely to use Financial Planners – have assets, income or liabilities in more than one jurisdiction. That may be for legacy reasons (emigration or retirement abroad) or business reasons.

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So will they buy Lamborghinis or long-dated gilts, diamonds or gold-plated drawdown plans? Quite how those approaching retirement from next April will adjust to the new retirement planning freedoms is the great unanswered question. Read more...

Veteran Financial Planner Jon Golding shares some tips about an overlooked opportunity for Financial Planners to do well by doing good. In a highly personal viewpoint, he suggests that an economy is only as strong as the quality of financial literacy and capability (FLC) of its people.  Read more...