News
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Paraplanning in Practice
1. Alan Gow – Argonaut Paraplanning Like a lot of people in the paraplanner community, I fell into paraplanning by accident. At school…
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Three Important Goals – How you approach the goal-setting process in your financial planning business is fundamental
The outcomes we experience in our businesses are directly correlated to the decisions we make, and the actions we take, on a daily basis.…
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Brexit deal ‘agreed’ says Boris Johnson
A Brexit deal has been agreed between UK and EU negotiating teams before a meeting of European leaders in Brussels. Prime Minister…
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JM Finn hires for financial adviser channel
Powell (pictured), who previously worked as a sales manager at Legal & General Investment Management, is responsible for the distribution of JM…
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Weekend press review
The Sunday Times is back in the St James’s Place saddle, reporting that some of the firm’s advisers have threatened to stop…
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The Key Principles of Multi-Asset Investing
Multi-asset funds, as their name suggests, contain investments across several different asset classes – equities, bonds, cash, real estate and possibly other…
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Robotics – The Investment Case
What are the key drivers for robotics as an investment theme? We invest in companies benefiting from the rise of robotics, automation…
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Tony Stenning joins the board of Catley Lakeman as independent NED
Stenning has over two decades of investment industry experience, including sixteen years at BlackRock. During his tenure there, in addition to heading…
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Weekend press review
In an article titled ‘The hunt for the real Guy Waltzer’, The Sunday Times reports that investment scamming is on the rise.…
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Meanwhile, Across the Channel….
Somehow, I’m not particularly surprised by the news that British voters are turning off their TVs whenever Brexit comes on the evening…
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