The Evidence-Based Investor

No sales agenda. No marketing spin. Just the evidence.

You couldn’t make this up

Posted by Robin Powell on June 22, 2017

I thought I was reaching the stage where nothing I read about the asset management shocked me any more. But then I came across a piece in the FT that’s so extraordinary I can scarcely believe it. Union Asset Management, Germany’s third-largest asset manager, is apparently about to axe more than 100 external research providers. The […]

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CEFEX — a shameless plug

Posted by Robin Powell on June 21, 2017

This is an impartial blog and, as a rule, I don’t endorse specific products or companies. But I’d like to make an exception for CEFEX. Not everyone needs the help of an adviser — at least not on an on-going basis — but good advice is immensely valuable. More than anything, investors crave peace of mind. You […]

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#SFTW: We need to look at adviser conferences

Posted by Robin Powell on June 16, 2017

SOMETHING FOR THE WEEKEND An extraordinary thing happened to me at a conference the other day. I don’t intend to embarrass anyone — I simply want to raise what I consider to be an important issue — so I’m not going to give the precise details. Suffice it to say, it was a conference for financial advisers, […]

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The day I was asked to leave an advice conference

Posted by Robin Powell on June 16, 2017

An extraordinary thing happened to me at a conference the other day. I don’t intend to embarrass anyone — I simply want to raise what I consider to be an important issue — so I won’t give the details. Suffice it to say, it was a conference for financial advisers, held in a large provincial city. I […]

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