Home > adviser

Posts Tagged ‘adviser’

Why most managers take bigger risks with your money, than you’d expect.

The story of Tony Dye

6th January 2021 Tony Dye. Bulls and Bears. Paul Claireaux

Why most managers take bigger risks with your money, than you’d expect.

The story of Tony Dye

6th January 2021
Share1
Tweet
Pin
Share
1 Shares

In this extract from chapter 5 of my book ‘Who misleads you about money?’ I explore the story of Tony Dye to help you understand why most fund and wealth managers will always take bigger risks with your money than you might reasonably expect. Dye was the chief investment officer at Philips and Drew when…

The Nobel name dropping game

depends on which name you drop

15th November 2020 Modern Portfolio Theory. Paul Claireaux

The Nobel name dropping game

depends on which name you drop

15th November 2020
Share3
Tweet
Pin
Share1
4 Shares

Working inside the Financial Services industry for 25 years, and observing it from the outside for another ten, I guess I’ve seen a lot of what goes on. I know what good (and fair priced) financial products, and financial advisers, look like, and many of those advisers are really good at their job. However, they’re…

12 reasons to offer Financial Education

and one reason not to.

13th November 2020 12 reasons for financial education

12 reasons to offer Financial Education

and one reason not to.

13th November 2020
Share6
Tweet
Pin
Share
6 Shares

Creating (or helping others to create) an engaging financial education programme delivers enormous value to any financial services business. It’s a great way to contribute to making the world a better place too. If you offer financial advice or products or both or you provide Marketing, Website Design, Videography or Speaker training services to this…

How much Investment risk is right for you?

on each of your financial life goals

12th November 2020 Four Factors to decide on risk

How much Investment risk is right for you?

on each of your financial life goals

12th November 2020
Share7
Tweet
Pin
Share
7 Shares

Whether you’re an existing investor or just starting out, you might be confused by all the ‘mumbo jumbo’ jargon about investment risk. Well, don’t worry, most people, including some advisers, are confused about this stuff too, and for good reason, as you’ll find out here.

This crazy way of charging for advice

is stopping most people getting the advice they need

25th October 2020 Crazy way of charging. Paul Claireaux

This crazy way of charging for advice

is stopping most people getting the advice they need

25th October 2020
Share1
Tweet
Pin2
Share
3 Shares

Whether you’re rich, or of more modest means, this Insight is for you. It’s a reasonably long read (5 to 12 minutes depending on your reading speed) but I think you’ll find it worth your time. Get to grips with this issue and you could save yourself hundreds, thousands or even tens of thousands of…

Investment risk bubbles are everywhere

But, incredibly, not all the experts believe they exist

19th October 2020 bubbles everywhere

Investment risk bubbles are everywhere

But, incredibly, not all the experts believe they exist

19th October 2020
Share2
Tweet
Pin
Share
2 Shares

Hey guys, I’ve just (October 2020) updated some parts of this long post on investment risks. The last time I updated it properly, was in February 2018. I may update it again, at some point, when something significant changes. For now (October 2020) my message is simply this: The risks in markets are getting higher

A story about a banker and his standard deviations

and the lesson it offers on Investment Risk

18th October 2020 No golden rules, Shaw

A story about a banker and his standard deviations

and the lesson it offers on Investment Risk

18th October 2020
Share
Tweet
Pin
Share
0 Shares

If you’ve not yet heard this true story of the Investment Banker and his standard deviations, read on. This ludicrous but funny story might just help you remember one of the most important things about investment risk – and it’s this. The model the ‘experts’ use is wrong!

Common sense about money and life

and why it makes no sense at all

17th October 2020 Common Sense

Common sense about money and life

and why it makes no sense at all

17th October 2020
Share3
Tweet
Pin
Share
3 Shares

In this Insight, I’ll explore the evidence on how common sense (and other normal human behaviours) can cause our biggest mistakes – both with our money and, more generally, in life. And, of course, I’ll offer you some ideas for dealing with this fact. Chunky Insight: 5 to 15 minute read, depending on your speed

6 Investment questions to ask your adviser

And the stock answers you really must challenge

6th May 2020 6 questions to ask PCC

6 Investment questions to ask your adviser

And the stock answers you really must challenge

6th May 2020
Share
Tweet
Pin
Share
0 Shares

In this Insight, I’ll share 6 essential questions for you to ask your adviser/wealth manager if you want to have a meaningful conversation about your investments. You can also use these questions when employing an adviser for the first time, or if you change your current one. There’s a lot of content in here: Time…

Page 1 of 212