Technical update: Financial Planning and passive funds

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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Technical Update: Multi-jurisdiction Financial Planning

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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Technical Update: Retirement revolution

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...

Technical Update: Financial literacy and capability

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...
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