This blog offers advice to leaders of Investment Fund and Wealth Management firms, but investors might find it useful also.
Some wealth managers promote their investment service as being robust because it’s based on the ideas of a Nobel Prize-winning economist. The trouble is, they don’t tell you about the other Nobel Prize winner of the same year, who had very different ‘herding’ ideas about what drives prices in stock markets. In this Insight, I…
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…
What does financial freedom mean to you? Why would you want to learn to plan it for yourself?
In this second of three Insights to help thirty and forty-somethings plan their money, we briefly explore the question of who you can trust for help. I say briefly because there’s enough in this question to write a very good book 😉
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…
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.
If you offer advice or coaching (of any kind) and you’ve previously relied heavily on face-to-face contact to build (and maintain) trust with your clients, you might feel that your world has been turned upside down.
In this Insight, I’ll talk about where you might find more balanced views when investing your money in stock markets. The above video covers a lot of what’s in this Insight. So, if you prefer that format, watch that. Images in the video used under a Creative Commons License listed with attributions here
This Insight will equip you to test your investment adviser about your expected investment returns. If you think this is useful guidance and you want to help me stop the spread of misleading information from parts of the multi-trillion pound (dollar) investment industry, then please share:-)