Archive for Month: April

The only free lunch?

The phrase that “diversification is the only free lunch in investing” is attributed to Nobel Prize winner Harry Markowitz, one of the grandfathers of modern portfolio theory. One of the cornerstones of investing is that there are no meaningful returns without risk. Investors who own volatile investments are compensated...

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The true value of IFAs

More than ever Independent Financial Advisers (IFAs) are having to justify their value, MiFID disclosure requirements and ever-growing press scrutiny are pushing the need for advisers to show what they do and why they are worth it. In the long run, getting the right outcome for the client will...

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