22 June 2017

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Chris Gilchrist: ‘Real’ investment will defeat the paper shufflers

The remorseless advance of the passive investment movement (for such it is, complete with creed and prophets) leaves active fund management businesses with a dilemma. In theory, they would prefer to fight and claim that their various styles of active management can and do deliver superior outcomes over the timescales that matter to investors. But […]

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Claire Trott: Protecting clients from lifetime allowance traps

More and more of my conversations with advisers are focused on those clients that have exceeded the lifetime allowance and have either not been eligible for any of the protections available at the time or have invalidated the options before they realised. There is little the adviser can do; a problem compounded thanks to not […]

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Adviser gadget of the week: Getting your Apple iOS right

The latest update (version 10.3) to Apple’s mobile iOS operating system brings with it some useful features it is worth knowing how to activate. To me, the most valuable is to replace the existing four- or six-digit passcode with an alphanumeric one for additional security. You just cannot be too careful about security; we all […]