Technical update: Financial Planning and passive funds
- Sunday, 24 July 2016
- Insight & Analysis
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.
Read more...Technical Update: Multi-jurisdiction Financial Planning
- Monday, 27 June 2016
- Insight & Analysis
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.
Read more...Technical Update: Retirement revolution
- Tuesday, 06 January 2015
- Insight & Analysis
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.
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Technical Update: Financial literacy and capability
- Tuesday, 06 January 2015
- Insight & Analysis
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.
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