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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...

#SFTW: Good advisers can add 3% to your annual returns. Here’s how…

SOMETHING FOR THE WEEKEND Advisers All this week we’ve been featuring The Value of Advice, the latest pre-produced video series for advisers from Regs Media. Here’s the full set of videos in case you’ve missed any: New series for advisers — The Value...

Four ways an adviser adds value – 4. Behavioural coaching [Video]

So far we’ve looked at three keys ways in which a financial adviser adds value: asset allocation cost control on-going maintenance There is, however, a fourth role an adviser plays which, in many cases, is the most valuable of all — behavioural...

Four ways an adviser adds value — 3. Maintenance [Video]

Financial planning isn’t something you can do once and then forget all about it. So when choosing an adviser, you need to find someone you’re comfortable having a long-term working relationship with. As well as keeping a close eye on how your...

First it was Obama. Now Cameron speaks out on fund fees

I must say I didn’t see it coming. But yesterday brought a highly significant development in the campaign for greater transparency in asset management. Speaking at Prime Minister’s Question Time, David Cameron expressed concern that lack of understanding of the true costs of...

Four ways an adviser adds value — 2. Cost control [Video]

A very important concept that investors typically find hard to grasp is that the less they pay to invest the better their long-term net returns will be. Adds value. It’s perfectly understandable that people struggle with it. After all, with almost every...