16 Jun 2021
Rebalancing: Why the drift approach?
Anything that can help control investment risk is an awesome thing. That's why portfolio rebalancing is a best practice must-have. Let's look at how a rebalancing strategy can help reduce risk and ensure your clients' investments remain aligned with their overall financial plan.
09 Jun 2021
Why you should avoid investment themes
Investment themes are all the rage. Pick up any investment magazine or the money section of a Sunday newspaper and you’ll see what I mean. Robotics, artificial intelligence, infrastructure, healthcare and plant-based food are some of today’s “hot” themes. It’s anyone’s guess what subjects fund industry marketers will be writing about in a few years’ time.
01 Jun 2021
A Flat Fee Discretionary Investment Service - what a good idea
I get asked all the time about technology options for financial planners. We all know how important it is to get the right technology at the heart of your business, but it’s no walk in the park. Some advisers I talk to yearn for the US tech that they see written about in blogs and articles online. However, I don’t believe we’ll ever see much of it coming to the UK.