Latest

2

Advisers are wrong to break away from bonds

They say politics is more determined by negative drivers than positive. Clown-like or otherwise, Donald Trump, Nigel Farage et al are anti-politicians who embody many of the characteristics that people feel are absent from their mainstream rivals. There has been a clear pendulum swing away from mainstream political institutions as wider disillusionment with the establishment […]

1

Rob Reid: The problem with the People’s Trust

As the debate on the transparency of fund charges continues, many see the launch of The People’s Trust as another paradigm shift, or at least a significant tipping point. I found the prospectus of this investment trust equally patronising and disappointing. When the first round of fundraising was announced it seemed to be at an inadequate […]

Report writing tips to engage clients

I have been judging lots of awards lately and I have found many of the reports quite cumbersome to read.  So, it got me thinking about the recent courses I’ve attended on report writing which might help improve the way you communicate with clients.  Do you email clients their reports? Many clients may not register […]