Whether by a lottery or football pools windfall, an inheritance or the sale of an asset such as a business, sudden wealth can be hard to come to terms with. ...
As another loss-making robo-adviser decides to shut up shop, what might the future financial planning and investment landscape look like? ...
The best of what I read, watched and listened to this week...
The best of what I read, watched and listened to this week...
The best of what I read, watched and listened to this week....
The best of what I read, watched and listened to this week...
We can all pontificate about what we think clients want and how they want to be charged for the services we provide, but the only way of determining the truth is to ask our clients. It’s THEIR opinions that matter, not ours....
The best of what I read, watched and listened to this week...
The best of what I watched, read and listened to this week...
I toyed with the idea of writing a post setting out my own reflections on lessons learned in 2018 and resolutions for the new year but stopped short of doing so....