TRAP: The Real Adviser Podcast 59 - Analysing Adviser Alpha
Dec 5, 2024
The discussion dives into the surge of crypto ownership in Britain and the regulatory maze it creates for advisors. There's a fascinating analysis of 'advisor alpha', showcasing how qualitative factors can enhance client experiences. The hosts tackle the intricacies of commission transparency in finance, underscoring the need for clear communication about fees. Additionally, the challenges of property investment are explored amid rising costs, alongside strategies to ensure fairness in family financial distribution.
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Irish Commission Ban
- In Ireland, there's growing support for a commission ban (RDR) in financial services.
- Carl Widger advocates for RDR to increase transparency and client trust.
Synapse Fintech Crisis
- Thousands of Americans lost their savings due to the collapse of Synapse, a fintech cash management platform.
- This highlights the risks of using new fintech platforms for cash management.
Metis Ireland Appoints CIO
- Metis Ireland appointed Declan King as CIO to better communicate their investment philosophy.
- This move aims to address client demand for more investment-focused discussions.
