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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...
Short-termism — why the whole investment industry is to blame
Everyone knows the focus on short-term profits, or short-termism, isn’t healthy. It’s certainly not good for investors, or the wider economy. Yet, all around the world, the trend towards what Hilary Clinton has termed “quarterly capitalism” continues to accelerate. The common wisdom...
#SFTW: Has MiFID II been kicked into the long grass?
SOMETHING FOR THE WEEKEND MiFID II I’m not quite the enthusiast for the European Union I once was. I’m as exasperated as any other UK tax payer at some of the things it spends our money on. But I am frustrated at the...
Has MiFID II been kicked into the long grass?
I’m not quite the enthusiast for the European Union I once was. I’m as exasperated as any other UK tax payer at some of the things it spends our money on. But I am frustrated at the lack of serious debate on...
Could any other industry get away with this?
It’s three years since I started researching the financial services industry, but every day I see and hear things that frankly astound me. It’s not just those who work in it who consider it a special case. So do journalists and politicians....
Why financial planning is so important — Barry Ritholtz (Part 2)
The world of wealth management is changing for the better. It used to be all about products and sales; increasingly it’s about education and proper financial planning. It used to be an industry; now it’s reverting to what it should have been...
Active investors really need to hit the jackpot
Let’s be honest, there can’t be many of us who haven’t thought about how we might spend a lottery jackpot win. As a journalist, I’ve asked several overnight-multi-millionaires over the years how their success would change their lives; I’ve probably wondered more...
