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 recently.
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.
An often overlooked factor in fund manager selection is “alignment”, or the extent to which fund managers balance up acting in their own interest versus investors…
This is a great list of great questions to sort out who is worth following…
Kitces explores the thinking around safe withdrawal rates for retirees in light of recent research which suggests that retirees withdrawals and use of funds may actually be a lot less than people have been planning for….
“This article examines the machinations of institutional investors during a hot IPO’s roadshow and listing, and the game of ‘Liar’s Poker’ that goes on between fund managers and the investment banks running the IPO.”
Banks are leading the foray into AI and creating technology to do the more laborious work in operations, wealth management, algorithmic trading, risk management and other areas…but will robotic banking replace 110 million workers globally by 2025 as McKinsey predict?