Tags » Financial Adviser

Fish or Cut Bait

As Teddy Roosevelt said, “In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.” Sometimes, somebody needs to take the lead or nothing will get done. 737 more words

Ag Legacy Planning

While shepherds washed their socks by night

My musings surrounding some of the more ridiculous aspects of today’s financial services industry have attracted some attention over the last year.

But with Christmas almost upon us, and 2014 drawing to a close, I felt it worth waxing lyrical on the growing, disturbing patterns of social behaviour that upon closer examination would have parents of the baby boomer generation turning in their graves. 1,045 more words

Financial Services

Life in the old dog yet

From a point where many thought the market might never recover, second-charge mortgages have (some might consider) produced a Lazarus-like resurrection particularly over the course of the last 12-18 months. 746 more words

Financial Services

With Extraordinary Sharemarket Volatility Comes Extraordinary Investment Opportunity!

When you and your financial adviser are considering your long term investment opportunities, it is very important to consider investment opportunities in the future that might present better value than today. 76 more words


Supporting Your Friends' Businesses

Before we delve in, I just want to say sorry for not posting this on Saturday but it was actually a lot more difficult to write this post than I thought it would be. 627 more words


Misdemeanor, cost of conduct and those poppies

RBS announced that it has set aside a further £780m to cover the costs of conduct issues, including the PPI miss-selling scandal.

The news, released alongside its third-quarter results, showed that the bank’s recovery continues despite the ‘misdemeanour’ provisions for past mistakes. 632 more words

Financial Services

Setting the record straight

As a specialist annuity provider, Just Retirement has had a turbulent time since George Osborne decided to thrown a “hand grenade” at the pensions industry, as Steve Martell, the group’s Director – Development, Intermediary Sales describes it. 568 more words

Financial Services