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TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com
In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including Paddy Andrews Métis Norway appt, US$90 trillion to move between generations, surge meeting review, SPIVA S&P Global, the passing of Danny Kahneman, another unregulated investment scheme goes belly up, Ali Hussain in the Sunday Times on adviser fee refundsMeat and Potatoes: AIQuestions posted by our beloved TRAPists www.twitter.com/@SamColbyButcher and https://www.linkedin.com/in/janemcaleeseCulture CornerLinks referred to in the show:
CW: Paddy Andrews appointed Director at Metis Ireland: https://businessplus.ie/news/metis-ireland-paddy-andrews/NRL: 4 million US citizens will turning 65 every year until 2030. “A study from Knight Frank details that over $90 trillion in assets will move between generations over the next 20 years.”: https://www.morningstar.com/financial-advice/record-number-americans-are-turning-65-thats-great-news-financial-advisors?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_advisordigest&utm_content=52931AH surge meeting season over, thoughts, reflection, points to note. CW: Would a round table of active fund managers say the same? https://citywire.com/new-model-adviser/news/do-etf-bosses-invest-in-their-own-products/a2439481?re=118846&refea=1287904AH - Spiva S&P Global - https://www.spglobal.com/spdji/en/research-insights/spiva/NRL: “For all his knowledge of how foolish investors can be, Danny didn’t try to outsmart the market. “I don’t try to be clever at all,” he told me. Most of his money was in index funds. “The idea that I could see what no one else can is an illusion,” he said.“All of us would be better investors,” he often said, “if we just made fewer decisions.” Jason Zweig (paywall) article on the late Danny Kahneman: https://www.wsj.com/finance/investing/daniel-kahneman-behavioral-economics-270c9797?mod=djintinvestor_tCW: Solar 21 going pear-shaped despite “ray of light” last summer: https://www.independent.Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.
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Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical Titbits including HUM recap, Canada Life adviser resources, risk tolerances don’t change over time, crypto update (stay awake), Budget ripples and financial planning, new Irish health insurer,...
Published 11/21/24
Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical Titbits including Budget analysis both onshore and offshore peeps, 5% AUM acquisition models, more (potential) Irish fraud, SJP new charging model going down like a bucket of cold vomit, a UK Ponzi...
Published 11/07/24