The Evidence-Based Investor

#SFTW: Financial planning isn’t about selling funds

Posted by Robin Powell on January 22, 2016



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 the wider investment industry.

Read Part 1 of our interview with Paul here


Other TEBI posts you may have missed..

How to keep track of tracking difference

The investing industry is glad that most of us are clueless

2016 is a year for active management. No, seriously

Believe in proper financial planning? See you in Brum

Did your adviser really tip Woodford BEFORE he was famous?


Also worth reading..

You may have noticed we’ve been experiencing some market turbulence. Here’s what some wise people are saying about it..

Bogle: Stay the course. Don’t do something, just stand there (Fred Imbert)

Why are investors always surprised by surprises? (Barry Ritholtz)

What I do when the market tumbles (Dirk Cotton)

Not every heavy sell-off precedes a financial crisis (Ben Carlson)

It’s because staying invested when stocks are dropping every day that the long-term rewards are so bountiful (Michael Batnick)



Why we find forecasts so hard to resist (Tim Harford)

The stats that prove financial pundits really haven’t a clue (Mike Shedlock)


The industry:

In emerging markets DFA funds crush the active competition (Larry Swedroe)

Snapchat as your robo-adviser: Is that really a good idea? (Victor Reklaitis)

Research shows passive investors are good corporate stewards (John Authers)


Timeless investing advice:

What I’ve learned in 10 years (James Osborne)

Things I’m pretty sure about (Morgan Housel)

The great myths of investing (Bob Seawright)

The mark of a truly great investor (Josh Brown)

The larger your safety bucket, the more risk you can withstand (Jason Zweig)

The stock market transfers money from the impatient to the patient (Sharpe Returns)

Life on Mars? Money tricks our brains play (Mitch Tuchman)


And here’s a great infographic from Dan Solin..

Thinking of seeking professional advice about your investments? Consult this roadmap first


Calling all stressed-out advisers..

Running a small advisory isn’t easy. You never seem to have enough time. But one of the ways you can make time is to outsource your content marketing.

Regis Media, the firm that produces The Evidence-Based Investor, has a range of video content to help you explain the benefits of evidence-based investing to prospective clients and to help existing clients to stay the course.

For more information, contact Sam Willet on +44 (0)121 285 2585 or at

We also have a number of German-language videos for advisers to use. Christina Waider — — has the details for those.

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Robin Powell

Robin is a journalist and campaigner for positive change in global investing. He runs Regis Media, a niche provider of content marketing for financial advice firms with an evidence-based investment philosophy. He also works as a consultant to other disruptive firms in the investing sector. Regis Media.

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