29
Aug
2013
Succession Planning – how to kick off the conversation
Numerous advisers have raised this issue from all sorts of perspectives; we think we can play a role in this for the benefit of our adviser clients; certainly we have the information, ...
19
Aug
2013
Managing Relationships – Client Surveys
Through our interactions with financial advisers we often come across similar challenges which lie at the heart of an advice based practice. Being a client facing business in which ...
1
Aug
2013
If China was a company?
Ricco Friedrich, from SIM Unconstrained Investment Capital Partners boutique, shares with us some interesting lessons and insights gained from his recent trip to China.
22
Jul
2013
Longevity in the age of Twitter
In this talk given to NYU students, Larry Fink - chairman and CEO of BlackRock, the firm he co-founded in 1988 - paints an interesting picture of the trends, challenges and issues ...
9
Jul
2013
Merely mediocre returns
With two market "crashes" in the past decade, prospective baby boomer retirees have grown increasingly afraid of the risk that the next market crash could topple their retirement if it ...
1
Jul
2013
The Tipping Point
Following weeks of significant volatility in global bond markets, Bill Gross discusses where to from here for bonds and yields.
28
Jun
2013
Interview with John Stopford
In this month's podcast, John Stopford from Investec Asset Management discusses his views on The Fed, Global bonds, Global Equities, Global Property, the Rand and his views on macro ...
20
Jun
2013
At times like these, avoid those who say they know
John Authers, US Markets Editor for the Financial Times, writes for Fidelity on the changes in world markets.
"Never be ashamed to admit ignorance." When different markets on different ...
14
Jun
2013
Means, ends, dividends
In light of the global ageing population and the resulting hunger for income from many investors, Blackrock's Investment Institute consider the pros and cons of dividend investing.
13
Jun
2013
Fees: A potential pitfall of using a Trust
In this article, Gordon Stuart of Sentinel explains what to consider when setting up a trust.