Category: Investing

Free financial advice for professional trustees

Some blunt advice for trustees of trusts with funds available to invest. You can probably save a lot of money in fees once you realise that investing isn’t that hard, and low-fee, index-based funds can do most of the heavy-lifting for you.

The difference between a financial adviser and an investment manager

If the first question you ask a financial adviser is “where do you get your research from?”, it probably means you’re confusing the roles of financial advisers and investment managers. It’s an easy distinction to overlook – many financial advisers think they’re investment managers, too.