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Be it varying investment environments or ever new client circumstances, change is more than just a constant in advisers’ lives – it’s their daily bread and butter. 'A word of advice', a podcast seri... more
FAQs about A word of advice:How many episodes does A word of advice have?The podcast currently has 3 episodes available.
April 24, 2023Add some structureStructured products are overlooked and underrated, be it from a financial planning or a portfolio construction perspective. Rachael Marsden, senior investment director and head of structured products at Brooks Macdonald, believes it's time to give them the attention they deserve....more22minPlay
April 13, 2023Retire wiselyDecumulation is a tricky one. It's about more than accumulating in reverse and requires careful planning, a healthy amount of realism and foresight. Isobel Gingell, investment director at Brooks Macdonald, and Tom Fleming, wealth manager at Investment Quorum, explain how advisers can help clients achieve a decent income in retirement age from day one....more25minPlay
March 28, 2023Go for the alternativeMany see the alternative investment market (AIM) as a financial Wild West – highly speculative in nature and laxly regulated. Laissez-faire as it may be, however, the AIM has some qualities that make it an attractive playground for investors. Ewan Millar and Joe Capaldi, senior investment director and investment director at Brooks Macdonald, chime in....more26minPlay
FAQs about A word of advice:How many episodes does A word of advice have?The podcast currently has 3 episodes available.