Monthly Archives: September 2016

//September

BEHAVIOURAL FINANCIAL PLANNING – HOW’S YOUR BEDSIDE MANNER?

Successful financial planning and investing are much more than crunching numbers, listening to popular opinion, and understanding the latest market trends. Much as people need to know about financial markets and investments, they also need their adviser to know about them. A large part of investing involves investor behaviour. Emotional processes, mental mistakes, and individual [...]

By | September 16th, 2016|Talking Points|0 Comments

R04 Exam Successes – September 2016

BTS have just finished running a series of R0 workshops for one of its wealth management clients in Manchester for a group of 13 students with mixed experience (including a former semi-pro footballer and an candidate from MOD). Of the 13 that sat the R04 exam this week 10 have passed on their first attempt giving [...]

By | September 12th, 2016|BTS News|0 Comments

HOW LONG DOES A ROBOT LIVE?

In response to the ‘advice gap’, defined as those who cannot or will not pay for full regulated advice, plus a failure to increase the number of people saving or investing, the UK Treasury and the Financial Conduct Authority are focused on automated ‘robo-advice’ as the silver bullet to resolve these issues. Allegedly, the high [...]

By | September 9th, 2016|Talking Points|0 Comments

AN INVESTMENT IN KNOWLEDGE*

As we approach the next academic year, thousands of UK parents are thinking about how to pay their offspring’s university tuition fees and living costs. The cost of a three-year course in England and Wales, including living costs, is now estimated to be around £60,000.  What on earth are they going to spend it on? [...]

By | September 2nd, 2016|Talking Points|0 Comments