Financial Industry Archives - Brett Investment
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Financial Industry

Trusted Adviser Group (TAG)

In 2008, we (Brett Investment), along with a group of other like-minded professionals, formed a study group to connect our firms. All of us faced similar business challenges as we moved from a traditional financial services model to an independent fee-based advisory business....

Brett Investment - Fund Management Charges

The Lidl Effect…

One of the newest, but best, effects of true price competition here in the UK has been the way that Lidl has changed the shopping habits of many. In the murky world of fund management charges Vanguard has been having a similar effect. ...

Brett Investment - Europe's Enconomies

Pigs can fly!

During the depths of euro crisis, the countries at the periphery of the Eurozone, with the greatest debts and weakest economies, became known collectively as the Piigs. They were Portugal, Italy, Ireland, Greece and Spain. ...

Brett Investment - Global Stock Market

2012 – The Year It Didn’t Happen

Judging by last year’s financial headlines, investors would have spent much of their time anxiously awaiting one financial calamity after another that failed to materialise. The euro zone did not fall apart. China’s economy and stock market did not crash. The bond market did not...

Brett Investment - Stock Market Forecast

Phew what a relief! We are still here…

Unlike last summer, when it seemed that the world might fall apart and stock markets collapsed by 20% (on the basis of some useless comments from a credit rating agency that the US had a debt problem!) this summer has been relatively benign. ...

Brett Investment - Retail Distribution Review

No going back on RDR

There’s no doubt, that for most IFAs, 2012 will be their most challenging year to date with the Retail Distribution Review (RDR) set for 2013. ...