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Trust issues and why financial advice might be all in the mindClient Reporting

by Hazel McHugh on June 14, 2012 with 0 comments

A person’s relationship with money can get complicated. You don’t need me to tell you that. Many of you are financial professionals with first-hand experience of how complex financial advice can become. It’s not just the mechanics that are complex, either; it’s the way people think – and feel – about money that matters too.  …

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Reading list for 2012: Fund Manager blogs to bookmarkSocial Media

by Janet Lam on December 30, 2011 with 0 comments

As 2012 approaches, I’ve been thinking about new year’s resolutions (drink more water, learn something new almost everyday etc). Top of the list is always to read more and this includes squeezing in blogs: Below is a list of Fund Managers blogs I’ve come across, bookmarked and plan to follow.  1. Franklin Templeton Investments: Mark Mobius blog …

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