The Smart Money Is On Independent Financial Advice

The Smart Money Is On Independent Financial Advice:  Published in The Echo on 10th June 2021 As we ease out of a long, difficult lockdown and businesses begin to re-open, the importance of smart money management comes into focus. Now more than ever, clients are conscious of protecting and growing hard-earned profits and finding smarter […]

Press Release – Investwise Financial Planning Opens New Cork City Office

Investwise Financial Planning opens new office in Horgan’s Quay, Cork city Fee-based financial planning is the future as clients shun opaque commissions.  Cork, X May 2021: Investwise Financial Planning has opened a new office in the impressive Horgan’s Quay development, Cork city centre, headed up by X native Liam O’Riordan. One of Ireland’s few fee-based, […]

Press Release – Investwise SME Succession Survey

60% of small/medium sized business owners do not have a succession plan Survey findings reveal female SME decision makers less likely to plan for business succession Dublin, 28th / 29th April, 2021: New research commissioned by Investwise Financial Planning, reveals that 60% of small/medium sized enterprises in Ireland do not have a succession plan in […]

Commissions

Commissions are still alive and well in the Financial Advice industry and heavily defended by most financial advisors. Internationally, there has been a trend by regulators towards banning or severely limiting commissions  (UK, Netherlands, Australia etc). It is also likely that new legislation recently introduced across Europe, will recommend banning or restricting commissions. So what […]

The Many Different Shades of Retirement Planning

Retirement Planning For my parents’ generation, retirement planning was pre-defined with a set retirement date and pension income. On a date, chosen by your employer in many cases, you packed your bags, accepted the gold watch, and rode into the sunset with a nice guaranteed income for life. Those days are gone now for all […]

Taking Stock: Market Timing & Resisting Our Inner Pessimist

The Stockmarket is off to a flyer in 2019. This has been the best start to the year since 1987 and proved that there is some resilience in the markets after an extremely volatile year in 2018. In Euro terms, the S&P500 is up 13.55% year to date, with the Eurostoxx up 10.73%. There was […]

Investwise Announced as Irish Pensions Awards Finalist

Investwise announced as Irish Pensions Awards Finalist. We are delighted to have been shortlisted again for the Independent Retail Pension Broker of the year two years in a row. This award is a recognition of our hard work over the past few years developing a bespoke and comprehensive service which is client focused and transparent. […]

Markets Slip, Keeping an Eye Out For Value

Markets Slip, Keeping an eye out for value – For those watching the markets in the past couple of weeks, you will have noticed a change in tone. This ‘correction’ is being caused by a number of factors   1) North Korean Threats 2) Continued poor economic data out of Europe, China and US 3) […]

Are you chasing the latest sexy investment?

Beware of choosing Investments based on past performance The investment industry has some of the most savvy and creative marketing departments in the world. They are masters at promoting their products and delivering messages that appeal to our emotionally biases. In times of fear and recession, they promote safe, stable and reliable investments and launch new […]

Can Investors and Investment Managers ‘beat’ the Market?

At its core, the investment industry is clearly divided into two camps. On one side you have the active investment managers, who are still in the majority, and believe through research, market timing and smart decisions, they can beat the market and give their clients superior returns. On the other side you have passive investment […]