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Who really benefits when private equity buys your financial adviser?
Financial advice consolidation in the UK has put private equity in control of hundreds of firms. Here's what vertical integration and hidden conflicts mean for your money.
Robin Powell
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How much of your portfolio should be in stocks?
How much of your portfolio should be in stocks? It's one of investing's most important questions — and the standard answer is costing the average investor the equivalent of 2% of their lifetime consumption. Yale economists have finally built something better, and it fits in a spreadsheet.
Robin Powell
Mar 138 min read
Ten timeless investment lessons from The Intelligent Investor
Speaking on Morningstar's The Long View podcast in May 2025, Wall Street Journal columnist Jason Zweig offered sobering advice for investors grappling with unprecedented market uncertainty. As global markets wrestle with President Trump's sweeping tariff policies, Zweig warned: "We don't know that fundamental rules haven't changed...but that's an awful lot of things to be right about" when making dramatic portfolio changes. Zweig's commentary comes as he prepares the latest e
TEBI
Jun 2, 20256 min read
The case for working beyond retirement age
Retirement is an outdated concept. More and more people are finding that working later in life can boost health, purpose and income.
TEBI
May 19, 20255 min read
Will Trump help active management recover its mojo?
Donald Trump’s return to the White House has investors on edge — but does more uncertainty mean it’s time to abandon passive funds in...
Robin Powell
Apr 22, 20255 min read
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