News & Articles
Why I don’t like Model Portfolios
Why I don’t like Model Portfolios The pace of evolution in the financial advisory industry is accelerating and this is leading to better financial products and improved advice for clients. One of the notable trends in the Irish investment Market over the past 2 years has been the introduction of Model Portfolios. Some of the life assurance companies […]
Budget 2014 Ireland (Part 2)
Summary Update – Expenditure and Social Protection Brendan Howlin speech contained some interesting and unexpected points 1) Introduction of a Public Private partnership scheme for providing social programmes. The first pilot programme is to provide homes for homeless people in Dublin. This needs more detail but is an interesting development. 2) PPP to work on […]
Lifting the Lid on Financial Advice – David Quinn for TheJournal.ie
Lifting the Lid on Financial Advice, I wrote this article for thejournal.ie, which is online today, in an attempt to offer an insight into financial advice charging and commissions. Hopefully it will help in the process of making financial products and financial advice more transparent. Article Link
Protecting your bank deposits – A recent article from Investwise for thejournal.ie
I wrote this article for thejournal.ie over the weekend which I thought might be of interest: Read Article
Secret Society of REAL Financial Advisors
We had the pleasure of meeting Carl Richards on Monday at one of our Society of Financial Planners events. Carl has a great 11 point checklist for defining a real financial advisor. They fit very well with my philosophy when working with clients. They are also a great tool to help you ask the right questions when […]