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38 - Investment Fundamentals 101

TRAP: The Real Adviser Podcast

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Financial Strategies and Industry Updates

This chapter covers a range of financial topics including fee reductions by Transact and Vanguard, layoffs in the industry, the confusion surrounding rebranding and ownership changes of Standard Life and Aberdeen brands, risks associated with lifestyle funds, and investment decisions related to pensions. It also discusses the significant amount of investor money sitting in cash in both the US and UK, highlighting missed opportunities for retail investors and concerns over wealth erosion.

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