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Just stand there

  Market analysts and commentators in the United States have become increasingly anxious in recent weeks about trade wars, mainly with China. The Dow Jones dropped below 25,000 on Friday, falling 1.4% on the day, amid concerns over President Trump’s  threat to impose escalating tariffs on Mexico. The selloff capped the Dow’s sixth straight losing week, the...

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Financial planning has nothing to do with products — an interview with Paul Armson (Part 1)

Paul Armson thought that being an adviser was all about selling investment products — until he started asking different questions. He now heads Inspiring Advisers, an organisation working to restore financial planning to its rightful place as a valued profession, totally unconnected to...

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How to keep track of tracking difference

There aren’t many blogs (other than this one, of course) that evidence-based investors ought to follow. But Monevator is definitely one of them. It’s very well-written and brimming with insight and useful advice. Although it’s UK-based, it appeals (as we aim to do)...

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The investing industry is glad that most of us are clueless

Of all the (mainly positive) feedback I received about my documentary How to Win the Loser’s Game, one of the most memorable emails came from an adviser in Canada.

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#SFTW: This is the year for active managers. Honestly

SOMETHING FOR THE WEEKEND   Every year they say it, and almost every year they’re wrong: “2013/14/15/16 (delete as appropriate) is the year to back actively managed funds”.

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2016 is a year for active management. No, seriously

Every year they say it, and almost every year they’re wrong: “2013/14/15/16 (delete as appropriate) is the year to back actively managed funds”.

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Believe in proper financial planning? See you in Brum

There are so many conferences about wealth management and financial advice that it’s a wonder any of us who work in this field manage to get any work done! But if there’s one conference I’d recommend that investment professionals attend, it’s BACK2Y.

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