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Warren Buffett dismisses it as the ‘valueless asset’, yet gold’s allure continues to attract investors. As we found out, advisers are split too.
Premier Wealth Management’s Adrian Shandley couldn’t quite believe a client’s stance on the dwindling value of his property.
Professional Adviser’s Rahul Odedra meets five young gun advisers already making a name for themselves in financial services…
Other Premier Wealth Management articles
Advisers have expressed concern at the rise in popularity of 'short ETFs' – products designed to track the inverse price of an index or underlying asset.
What New Year’s resolution do you feel the retirement planning industry should make and why?
Each month we ask leading industry figures to answer one big question
Advisers have started increasing their recommendations to European funds, following in the footsteps of many institutional investors who have started to pile into the sector.
Premier Wealth Management has seen a recent surge in new clients who have left IFAs failing to provide reassurance during the current market chaos, managing director Adrian Shandley says.
You only have to look at the figures relating to insurance bond sales to realise the effect that the recent tax changes have had on the market.
Nervous advisers who took the flight to cash too early dented client portfolios by not trusting the natural market cycle, Adrian Shandley believes.
For years the network propaganda machines have always played down the fact that the clients (or client files) of member firms are actually ultimately owned by the network itself. Although this fact is always conveniently remembered when a member firm tries to leave the network, suddenly the files are required to be returned!
Despite being referred to as ‘tax free allowances’ there are significant hidden tax disadvantages within Unit Linked ISAs.
The financial services market has changed beyond recognition in the last 10 years, with the advent of platforms and supermarkets together with the total overhaul of pensions legislation. As a result, there isn’t really a place in this new world for the traditional products, especially with-profits.
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