(Standing against) The pursuit of averageness
There are some perfectly sensible arguments for passive investing. It is just that these rarely feature in the discussion. Investors should think carefully and consciously about their investment beliefs before wading into the latest high fashion. Across all classes of investment, history is littered with examples where popular investment ideas looked most enticing on the eve of being exposed as the latest emperor’s new clothing. Read more....
Technology for advisers by advisers
April 11 2018, Jamie Williamson
The Association of Goals Based Advice is inviting advisers to participate in the development of software targeted at providing better outcomes to consumers and advice...
The PI risks of goals-based advice
November 27 2017, Jamie Williamson
Jamie Williamson with the IFA, writes "financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance."