“What is the purpose of investing?” On the face of it, this might seem a simple question to answer. Afterall, investing is all about making money… right? Perhaps not entirely. While wealth planners and other financial professionals certainly do aim to help their clients achieve financial goals, money-making is no longer the sole motivation for…
As financial markets continually move, grow, dip and change, any commentary is offered with a short expiry date – as conditions shift, so do the potential outcomes. Nevertheless, the pace of change within Ukraine over the last few days was enough to leave even the most experienced market observers with whiplash. To say the Russian…
When it comes to marketing your financial advice firm, writing your own blog can be a great place to start. Not only is it an opportunity to share news and demonstrate your knowledge to prospective clients, but a blog also provides relevant content to share on your social media pages while improving the chances of your website ranking organically (for free) on search engines. Anyone who has…
Practical Advice for Your WorkplaceIf you think mental health and wellbeing aren’t important topics for businesses to consider, think again. An extensive study from the World Health Organisation (WHO) discovered that depression and anxiety costs the global economy an estimated US $1trillion in lost productivity every year. Workplaces that promote mental health awareness, provide…
Describe a typical day for you and your role? My main role is the running of the business on a day to day basis and ensuring that we are all following the vision, objectives and strategy set by the board. My days are very different, as it is for a lot of my colleagues, because…
You’d have to be dead in a ditch not to know of the political maelstrom that is sweeping the country in the name of Brexit. With shadowy Downing Street figures pulling the strings. Conservative heavyweights have toppled like dominoes, and while the pound has tanked in response to Boris Johnson’s renewed commitment to leaving, so…
Is a quant-only investment strategy enough? The great and necessary question posed by Portfolio Adviser in a recent article Could Quants save advisers from the ‘cult of star managers’? has led us to debate whether a quant-only approach is enough to avoid investing in funds purely based on past reputation? A fully quant system will…
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