Conflicts of interest made simple for investors

Conflicts of interest made simple for investors

From time to time we all take advice. We seek advice from a Doctor when we don’t feel well, talk to a lawyer if we have legal concerns and we ask friends, family and colleagues about all sorts of things. We assume that the people we ask, have our best interests at...
Whose side are you on?

Whose side are you on?

From time to time we all take advice. We seek advice from a Doctor when we don’ feel well, talk to a lawyer if we have legal concerns and we ask friends, family and colleagues about all sorts of things. We assume that the people we ask, have our best interests at...
Just review it.

Just review it.

I was chatting with a client the other day. I’d not heard from him for several years, despite regular nudging. This was the last in a series of meetings designed to take him through a full financial planning review process: life goals, timelines, strategies, risk,...
The best compliment you can give is a referral.

The best compliment you can give is a referral.

At Abacus, we’ve been thinking about referrals a lot in the last few weeks. In particular, why the experience in the UAE is so markedly different from that of the US and UK. In those countries, a personal recommendation from an existing client is the primary source of...
Reflect on your past, to clarify the future.

Reflect on your past, to clarify the future.

Well, what a year 2020 was. I’m sure none of us could have predicted the way it unfolded. Plans changed, we adapted and now it’s over. Although many of us had a very different work pattern last year, I’m quite sure the majority still took some time off over the...