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Click HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical Titbits including conflicts of interest, Mind The Gap, why the bucket approach works, CTFs, Kathleen Gallagher on wealth managers fiddling with the graphs, UK and Irish budget forecasts/reactions, Keith Butten (Boosst) masterclass, new HL active savings site, four things clients value most from advisersMeat and Potatoes: Slow Motion Wealth DestructionQuestions posted by our beloved TRAPist Adam...
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