Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.
These are the highlights from the week that you should stop and read, as they are the best I’ve seen.
There is so much good information for professional services made available each week, much of which I share, that it is very easy to forget to pause and reflect. Each week I select the best handful and give them Tony’s BIG Ticks as being the ones that made me pause and reflect, or think further. They are sometimes thought-provoking, perhaps insightful, maybe a great sales or marketing idea or sometimes just incredibly topical.
“…even in the hallowed halls of the oldest professional services firms, there is a sense that real change is coming, and a growing interest in how Digital Transformation might play out….”
What are the implications and key considerations of the two main schools of thought when it comes to retirement planning? Is safety-first better, or probability-based planning?
The tech trends most likely to have a deep and significant impact upon how you do business…
A superbly detailed article on the challenges of merging professional service firms with different business models, or even different fee levels or charging structures…
The always-popular “Asset Class Quilt of Total Returns” shows that 2016 and 2017 have been pretty good for investors…in fact it has been pretty hard for them to get it wrong….