News & Articles
The Smart Money Is On Independent Financial Advice
The Smart Money Is On Independent Financial Advice: Published in The Echo on 10th June 2021 As we ease out of a long, difficult lockdown and businesses begin to re-open, the importance of smart money management comes into focus. Now more than ever, clients are conscious of protecting and growing hard-earned profits and finding smarter […]
Press Release – Investwise Financial Planning Opens New Cork City Office
Investwise Financial Planning opens new office in Horgan’s Quay, Cork city Fee-based financial planning is the future as clients shun opaque commissions. Cork, X May 2021: Investwise Financial Planning has opened a new office in the impressive Horgan’s Quay development, Cork city centre, headed up by X native Liam O’Riordan. One of Ireland’s few fee-based, […]
Press Release – Investwise SME Succession Survey
60% of small/medium sized business owners do not have a succession plan Survey findings reveal female SME decision makers less likely to plan for business succession Dublin, 28th / 29th April, 2021: New research commissioned by Investwise Financial Planning, reveals that 60% of small/medium sized enterprises in Ireland do not have a succession plan in […]
Commissions
Commissions are still alive and well in the Financial Advice industry and heavily defended by most financial advisors. Internationally, there has been a trend by regulators towards banning or severely limiting commissions (UK, Netherlands, Australia etc). It is also likely that new legislation recently introduced across Europe, will recommend banning or restricting commissions. So what […]
The Many Different Shades of Retirement Planning
Retirement Planning For my parents’ generation, retirement planning was pre-defined with a set retirement date and pension income. On a date, chosen by your employer in many cases, you packed your bags, accepted the gold watch, and rode into the sunset with a nice guaranteed income for life. Those days are gone now for all […]