Why an active rebalancing policy is essential to achieve and retain healthy long-term returns for clients As an adviser, it can be hard to hold your nerve when making investment recommendations on behalf of clients. Share price gyrations, sudden market drops and fear of missing out can unsettle the steeliest investor. Such tribulations can undermine […]

This year’s Good Money Week, which ran from September 29 to October 5, highlighted just how many asset management groups have widened their offering in the ethical, sustainable or socially responsible investing (SRI) space.  While funds which invest ethically or with environmental, social and governance (ESG) issues factored into their strategy have been slowly but […]

“Nothing can stop the man with the right mental attitude from achieving his goal.  Nothing on earth can help the man with the wrong attitude”. Thomas Jefferson, 13th April, 743 – 4 July, 1826 , American Founding Father who was the principal author of the Declaration of Independence and later served as the third President of the United […]

More than half of people are likely to access retirement savings through income drawdown, according to the latest FTAdviser poll. The poll, which was carried out by FTAdviser in association with Scottish Widows, asked financial advisers how their clients were receiving an income in retirement. Income drawdown was the most popular, as 52 per cent of advisers […]

“The computer is incredibly fast, accurate and stupid.  Man is unbelievably slow, inaccurate and brilliant.  The marriage of the two is a force beyond calculation” . So said Leo Cherne, an American economist.  A great quote. And there are lots of examples of this ‘marriage’ achieving phenomenal things. But sadly, from a communication angle, computers/tech often […]

“Build your own dreams or someone else will hire you to build theirs”. Farrah Gray, born 9 Sep 1984,  American businessman, investor, author, columnist, and motivational speaker.