Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Wealth managers and financial advisers have been put under the cosh in recent years. Like – dare we suggest – every successful industry in the United Kingdom, the profession finds itself widely resented. We won’t seek to continue our unsolicited psychiatric treatment of the British patient, but we want rather to consider how difficult and valuable is one of the key services this industry provides: retirement planning.
Hopefully, we haven’t lost too many readers! ‘Retirement planning’, what an exciting phrase, full of promise and joy. Who doesn’t want to think about getting older and less capable, and how they will fund their retirement home? Who doesn’t want to tinker with spreadsheets and track expenses and income? What a thoroughly boring and unpleasant task, but unfortunately, really quite important. It is also a little more complicated than we might like. Below we consider some of the complexities of building a portfolio for retirement, which self-directed investors and advisers will all have to consider and introduce three funds presenting at our event next week.
You can find all the details and sign up for the sessions at the following link.
Kepler Trust Intelligence provides research and information for professional and private investors. In order to ensure that we provide you with the right kind of content, and to ensure that the content we provide is compliant, you need to tell us what type of investor you are.
Continue