Castuner

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126 Folgen

  1. 2026-11-06 - Friday Focus - Why data is important 4:44
  2. 2026-10-30 - Friday Focus - Supervisors doing supervision stuff 6:09
  3. 2026-10-23 - Friday Focus - Advising Trustees 3:03
  4. 2026-10-16 - Friday Focus - Confirming message 5:18
  5. 2026-10-09 - Friday Focus - AI and fact finding 5:45
  6. 2026-10-02 - Friday Focus - Preparing for exit 4:57
  7. 2026-09-25 - Friday Focus - The value of process 3:56
  8. 2026-06-12 - Friday Focus - Advice and ad hoc withdrawals 5:40
  9. 2026-05-22 - Friday Focus - Portfolio concentration risk 5:08
  10. 2026-05-08 - Friday Focus - MI - collecting relevant data 7:35
  11. 2026-05-01 - Friday Focus - The trouble with ATR - Take 2 5:50
  12. 2026-04-24 - Friday Focus - The problem with ATR 5:20
  13. 2026-04-17 - Friday Focus - FCA updates 11:37
  14. 2026-04-03 - Friday Focus - The end of annual reviews 4:33
  15. 2026-03-27 - Friday Focus - Cancelling to emotion from risk profiling 9:08
  16. 2026-03-20 - Friday Focus - Refreshing the parameters for suitable advice. 5:15
  17. 2026-03-13 - Friday Focus - Pesky last minute TYE contributions 4:13
  18. 2026-03-06 - Friday Focus - Planning Beyond a Crisis 5:40
  19. 2026-02-27 - Friday Focus - The art of recruiting 5:20
  20. 2026-02-20 - Friday focus - When to fix fees 4:09
  21. 2026-02-13 - Friday Focus - Square pegs, square holes for staff 3:43
  22. 2026-02-06 - Friday Focus - Dealing with regulatory references 3:37
  23. 2026-01-30 - Friday Focus - What about a distribution service 3:53
  24. 2026-01-23 - Friday Focus - Commerciality and advice 4:49
  25. 2026-01-16 - Friday Focus - getting in shape for 2026 6:09
  26. 2026-01-09 - Friday Focus - Hello 2026 2:51
  27. 2025-11-28 - Friday Focus - Cash Flow modelling 4:04
  28. 2025-11-14 - Friday Focus - Snippets, Friday Focus and CPD 4:55
  29. 2025-11-07 - Friday Focus - Timing of disclosures 10:33
  30. 2025-10-31 - Friday Focus - Vulnerability and annual reviews 5:24
  31. 2025-10-24 - Friday Focus - using DFMs 6:18
  32. 2025-10-17 - Friday Focus - Cashflow Assumptions 5:25
  33. 2025-10-10 - Friday Focus - Annual Certification 5:05
  34. 2025-10-03 - Friday Focus - Probate 5:30
  35. 2025-09-26 - Friday Focus - Advising on Gilts 4:26
  36. 2025-09-18 - Friday Focus - An investment philosophy is critical 3:46
  37. 2025-09-12 - Friday Focus - Matching investment propositions with client categories 3:00
  38. 2028-09-05 - Friday Focus - Temporary v permanent vulnerability 5:29
  39. 2025-08-29 - Friday Focus - Clients informing beneficiaries 4:06
  40. 2025-07-25 - Friday Focus - Bye for Hols 0:56
  41. 2025-07-18 - Friday Focus - Objective setting 4:39
  42. 2025-07-11 - Friday Focus - Risk profiling - capacity for loss - cash flows 5:19
  43. 2025-07-04 - Friday Focus - Source of funds 2:44
  44. 2025-06-27 - Friday Focus - the 60-40 balanced portfolio - is it about to change? 4:28
  45. 2025-06-20 - Friday Focus - Consumer Duty - Logging Client 3:21
  46. 2025-06-13 - Friday Focus - Discretion vs Direction in pensions death benefits 2:36
  47. 2025-06-06 - Friday Focus - Capacity for loss 4:31
  48. 2025-05-30 - Friday Focus - Annual reviews and client contact 4:41
  49. 2025-05-23 - Friday Focus - Retirement income strategy and investment pathways 4:22
  50. 2025-05-16 - Friday Focus - Sub Optimal CPD 6:31