by Chris Weetman | 30 Apr 2012 | Financial Planning, Investment Planning, Retirement Planning
Occam’s Razor: ‘numquam ponenda est puralitas sine necessitate’ or ‘a simpler explanation is better than a complex one’ Father William of Occam, 1285-1349 Summary – key messages · This paper looks at ‘dumb’ passively managed...
by Otus Financial Planning | 13 Apr 2012 | Financial Planning, Inheritance Tax Planning, Investment Planning, Retirement Planning, Tax planning
Our industry is going through a period of change, brought on by new regulations in part aimed at increasing transparency for the consumer. The key changes are that from January 2013 commission will be banned and advisers will have to be qualified to a higher level than previously required. Seems like a good idea.