Tag Archives: Citywire

Lead generation; little value for a lot of money.

Most internet comparison pages are misleading and should be taken down We have a problem with internet lead generation which has been investigated by Laura Purkess and promoted by Jack Gilbert. Here is the twitter thread (note these are screenshots … Continue reading

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“Peace of mind” – the new commodity

“Peace of mind” is the new commodity that can be sold by anyone, anytime, anywhere – especially if  you are a financial adviser. It’s the talisman of “financial well-being”. Mercer Money has been designed to support better financial decision making … Continue reading

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SJP’s human shield

Will Robbins has followed up Elliot Smith’s brilliant expose of SJP’s fund profiteering by publishing the highlights of an interview with SJP’s front man – Chris Ralfe. I strongly recommend you read both pieces. What they reveal is the “ours by right” … Continue reading

Posted in advice gap, pensions | Tagged , , , , , | 5 Comments

Is there a propoganda war against active funds?

    The tweet set the scene. Funds Fanatic had complained that the FT were reporting the HL numbers disparagingly. Certainly the FCA would agree with the FT that more Hargreaves Lansdowne investors should be using passive funds. Funds Fanatic is the … Continue reading

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A new word was coined yesterday in the lexicon of pensionology – Flump! Credit must go to Will Robins of CityWire and Claire Trott of Talbot and Muir. @Claire_L_Trott and I are pioneering 'Flump' instead of UFPLS for the unsecured … Continue reading

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Keeping kids solvent

Vivi Friedgut is quite a woman. Still in her early thirties she has left the world of private banking where she could make easy money advising the super-rich. She has chosen to invest her private capital in educating students and those at … Continue reading

Posted in Bankers, customer service, Facebook, Henry Tapper blog, pensions, twitter | Tagged , , , , , , , , , | 3 Comments

Controlling wealth is not the same as generating wealth

IFAs Control £591bn of Britain’s wealth. That’s a whole lot of moley. Continue reading

Posted in Bankers, corporate governance, Fiduciary Management, Horse racing, Management, Retirement | Tagged , , , , , , , | 2 Comments