Ethical Investing and the Scourge of Plastics

Ethical Investing and the Scourge of Plastics

The popular BBC One television series Blue Planet II [1] typifies media coverage drawing attention to the environmental damage caused by plastic waste.  This programme and others like it point out the alarming global reach of plastic detritus, its chemical toxicity...
Retirement planning service

Retirement planning service

More than ever, the onus is on advisers to deliver effective and easy-to-understand at-retirement advice. Since the introduction of the Pension Freedoms in 2015, the number of individuals seeking financial advice ahead of or at retirement has grown, with many retirees...
Will MiFID II result in short-termism?

Will MiFID II result in short-termism?

A common criticism that is levelled at investors is that they are too short-termist in their outlook. It represents a topic that RC Brown Investment Management’s Glenn Meyer, who is head of managed funds, was keen to explore. He suggests that ‘myopic loss aversion’...
Discussing analytics!

Discussing analytics!

Every quarter I take time out to analyse all the searches which financial advisers have undertaken using the compare tool on the DISCUS website . The tool enables financial advisers to firstly select a proposition from one of the four available from discretionary fund...
DFM due diligence: ignore service at your peril

DFM due diligence: ignore service at your peril

Service is often overlooked by advisers when they select a third-party investment manager. Typically, performance, cost, investment process and track record take precedence. While these factors are undoubtedly important, an adviser’s due diligence process and ongoing...