Featured post
Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
The ultimate object of the fund industry
Perhaps it’s his Scottish ancestry, but Jack Bogle seems to be a big fan of Adam Smith. He often quotes the moral philosopher and pioneer of economics, and he was at it again yesterday.
Fee transparency will end the active versus passive debate
“I’m not interested in active versus passive any more,” a London-based financial adviser told me the other day. “The argument has been won. What I’m interested in now is transparency.” He’s right about active versus passive. Not that you’d have guessed it...
How to tell a fiduciary from a salesman
The most important thing to ascertain when choosing an adviser is whether or not he or she is a fiduciary. Will they put your interests first, at all times, even when it’s not in their own interests to do so?
#SFTW: Railways, cars & dotcoms — unmissable opportunities you were better off missing
SOMETHING FOR THE WEEKEND Opportunities For most investors, buying individual stocks is a bad idea for a number of reasons. But there’s growing evidence that newly listed companies in particular are worth avoiding. New listings inevitably receive a disproportionate amount of media attention;...
Why are new listings so volatile?
For most investors, buying individual stocks is a bad idea for a number of reasons. But there’s growing evidence that newly listed companies in particular are worth avoiding.
New from TEBI — articles for evidence-based advisers
I’ve been asked by several advisory firms over the last few months whether I’d be willing to write articles or blog posts for them. I’ve always said no, but I’ve now had a sufficient number of enquiries to make me change my...