A true allocation for any founder/business owner would probably have a greater allocation to ‘private’

Plus since private investments aren’t not marked to market, who really knows what it’s worth?

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Join us for our next episode! Dennis Hall and Sarah Steele share their career journeys and the evolution of Yellowtail Tweets with Abraham Okusanya. 🗣

Want to hear more? Tune into the episode here 👉 bit.ly/49Q7kGr

#adviser3point0 #podcast #newepisode

Robin Powell Mark Hebner Index Fund Advisors I sketched this for a disgruntled (now ex) client of a big DFM firm that had enough of their excuses…

Wow! Absolutely blown away by the exceptional clarity financial planner Matt Routledge brings to the table in this video, showcasing how to draw income sustainably from your retirement pot using... you've guessed... Timeline Planning software of course!

His expertise…

Who did this? 😳

Delighted to be back home after an invigorating break in Morocco! 🇲🇦 Had a blast discovering my alter ego, ‘Sheikh Abraham’ 😄, exploring the desert on quad bikes, and haggling with traders at the vibrant Marrakesh souk market.

The resourcefulness and craftsmanship compel you to…

All these “new” funds should be seen as financial porn. They play to the narrative that things are now different and these kleva new fund managers are specially gifted.

It nonsense, rubbish and simply enriches asset managers at the expense of clients they claim to care about.

Thematic funds have been among the top wealth-destroying funds of the past decade. If you still choose to allocate 5% of your portfolio to this junk, neither Jack Bogle nor I can dissuade you.

Since 1978 I have been reading and absorbing Pensions legislation but the removal of the LifeTime Allowance and the transitional rules that followed are by far the most effective catalyst for maladministration I have ever witnessed.
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One of the most interesting features of the global financial markets in recent years has been the resilience of US equities. 📈

They famously bounced back from the crash at the start of the Covid pandemic, and, since then, they’ve shrugged off negative news on the economy.🤔

No, Timeline sales team didn’t write this report on cashflow modelling. The FCA did. 🤯

Nearly a decade since I started banging the drum the shortcomings of straight line cashflow projections in retirement income modelling (here’s a piece from 2014…

Great chatting with Loic about the role of venture capital in driving innovation within adviser tech and the broader fintech space.

Congratulations to our CIO, Nicki Hinton-Jones, CFA and our Regional Director Kate Phillips who have been included in Innovate Finance's 2023 Women in FinTech Powerlist! 🎉

The Powerlist celebrates amazing female innovators making an impact across the FinTech sector.👩‍💻

My immediate thought is you could sidestep /neutralise this by holding World ex UK in standard ISA vs UK Equity in the British ISA.

If you have £110k + in standard ISA that is….

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Dave Lamb SWidowsAdviser Any kind of internal movement Dave. Only way to do it is to withdraw money back to the clients bank account and then make a new contribution to the ISA. Mental.

So the SWidowsAdviser platform can't do a Bed & ISA from a joint GIA. A function that a) is an absolute basic of what a platform should be able do and b) was available under the Advance platform pre-migration. So a complete downgrade in functionality. What a joke.