Feel free to skip one more pundit’s view of the Budget if you’ve had enough. I’m not claiming to be John Maynard Keynes. This is just how I see things. When asked why he robbed banks, the US heist wiz Willie Sutton said: “Because that’s where the money is.” Those hit by what passes for … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board “increasingly functions as a de facto private regulator for CFP certificants” and proposes that CFP Board eliminate … Read more
What caught my eye this week. I was bemused to see Adrian Chiles penning a glowing paean to the Delay Repay compensation scheme in The Guardian this week. I’d always imagined such warm feelings were an Investor family quirk. As Chiles writes: After a bit of a fiddle setting up your account, you automatically, as … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study by Cerulli Associates and Osaic found that at a time when consumers are increasingly seeking comprehensive planning relationships with their financial advisors, many advisors appear to be overestimating the comprehensiveness of the … Read more
What caught my eye this week. When I wrote a few weeks ago that pre-Budget speculation had reached a fever pitch, I was wrong. Turned out that was mere pre-Budget babble. This week was the fever. I have no more speculation to add. Not least because Whitehall-based readers seem to have picked up on my … Read more
