Often, when we think we are behaving rationally we really are not. At a wedding last weekend we were forced to park somewhere with a four hour maximum stay, necessitating two additional top-up trips to punctuate the matrimonial merriment (although I did mercifully miss an en-mass “oops up side your head” effort). On the second […]
Advisers and planners do not need to be reminded to fulfil CPD requirements if they wish to retain their Statement of Professional Standing. Making sure an effective training and competence plan is in place is a key part of successful business practice. But what about paraplanners? How many firms include paraplanners and support staff in […]
Labour leader Ed Miliband is seeking to return tax avoidance and non-dom rules to the spotlight just days before the election. Speaking today in Pendle, Lancashire, Miliband will claim that “there is no bigger symbol” of the failures of the coalition Government than tax avoidance, and renew his pledge to ban non-dom status for those […]
Tax continues to occupy an important place in the financial planning spectrum but you would expect a Wickenden to say that (I received a Tolley’s Tax Guide for my first birthday). What with all the publicity – the good, the bad and the Rooney – taxation is undoubtedly an increasingly strong concern for advised clients. […]
Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, discusses how the firm adapts to changing market conditions, focusing on their drawdown strategy.
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