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Blue Icebergs
Most people know that the hidden part of any iceberg constitutes the greatest overall proportion, leaving only the very smallest amount on the surface being visible. Rather like in most businesses,...
View ArticleThe Eighth Wonder
There was much speculation at the recent pension reforms that retirees might withdraw their savings pot to spend on a Lamborghini. Financial commentators claimed a relaxation to the status quo was...
View ArticleThe Aggregation of Marginal Gains
It was historic for Yorkshire to have hosted the opening 3 stages of the Tour de France. With all the fanfare the riders and the event received, it was David Brailsford MBE, the successful performance...
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October 2014 – Release of White Paper – A Centralised Investment Process:...
Balancing risks through Strategic Asset Allocation and Populating Portfolios with Winning Funds Academics devise blueprint for building “holy grail” of investment portfolios Guide based on latest...
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October 2014 – IFP Annual Conference ‘Keep It Real’
Professor Stephen Thomas, one of the Cass Business School academics whom we are proud to be working with is a guest speaker at this year’s IFP conference at the Celtic Manor, Newport. Steve’s session...
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April 2015 – Freedom Financial Planning – ‘Growing Old Disgracefully’
Colum Wilde presented to existing and potential clients from Freedom Financial Planning at their client seminar held at Stockport Golf Club. His brief 25 presentation reminded existing clients of the...
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April 2015 – Chester University Graduate Head Start programme
Dear Mr Wilde, I am writing to personally thank you for the excellent presentation you gave at the University of Chester’s Graduate Head Start scheme earlier this week. The whole group found your talk...
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April 2015 – Completely Clever goes live
At last – after over two years of collaboration between Professors Clare and Thomas, FinaMetrica, Voyant and Browne Jacobson (our specialist financial services lawyers) Completely Clever has gone live!...
View Article7 Things human emotions have ruined throughout history
‘The investor’s chief problem—and even his worst enemy—is likely to be himself.’ – Benjamin Graham, economist and professional investor Considering that we humans frequently look after our own...
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PRESS RELEASE: CleverAdviser fund selection and portfolio management service...
CleverAdviser, the academically proven fund selection and portfolio management service, is today delighted to announce that it has surpassed $1 billion in Assets Under Management (AUM). The service,...
View ArticleHere’s a teaser from our forthcoming guide: Managing a centralised investment...
Central Investment Propositions (CIP) have (directly or indirectly) been at the heart of many discussions amongst advisers, product providers, regulators and other industry stakeholders over the last...
View ArticleThe magic of data: how 3 industries were revolutionised by advances in...
‘Data by itself is useless. Data is only useful if you apply it.’ – Todd Park, former Chief Technology Officer of the United States Data is all around us. We collect it, see it and contribute to it...
View ArticleSomething new every adviser should read…
As the conversation moves on from RDR, one topic over the last few years has encompassed all of the challenges advisers face: the Centralised Investment Proposition, or CIP. Your CIP should fit in with...
View ArticleThe economic consequences of Brexit
When the Bank of England governor, Mark Carney, said that the UK was reliant on the kindness of strangers, he didn’t expect to be taken literally. Nonetheless, he made a good point. In the final...
View ArticleChocolate Maths
1. First of all, pick the number of times a week that you would like to have chocolate. (try for more than once but less than 10) 2. Multiply this number by 2 (Just to be bold) 3. Add 5. (for Sunday)...
View Article7 Things human emotions have ruined throughout history
‘The investor’s chief problem—and even his worst enemy—is likely to be himself.’ – Benjamin Graham, economist and professional investor Considering that we humans frequently look after our own...
View ArticleTestimonial – Martin Aitken Financial Services Ltd
Clever Adviser have made the implementation of a large number of personalised client portfolios effective and manageable and, above all else, they have demonstrated consistent returns through the peaks...
View ArticleTestimonial – Advisa Hepburn Oracle
“CleverAdviser has allowed us to provide a much enhanced investment monitoring service. This has resulted in a better client experience that is both efficient, time saving and cost effective.” Paul...
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PRESS RELEASE: CleverAdviser fund selection and portfolio management service...
CleverAdviser, the academically proven fund selection and portfolio management service, is today delighted to announce that it has surpassed $1 billion in Assets Under Management (AUM). The service,...
View ArticleHere’s a teaser from our forthcoming guide: Managing a centralised investment...
Central Investment Propositions (CIP) have (directly or indirectly) been at the heart of many discussions amongst advisers, product providers, regulators and other industry stakeholders over the last...
View Article