

48 - The Greatest Scandal Of All
7 snips Jul 4, 2024
Topics include a scandal involving 12% commission, Vanguard's 365 program, L&G pension going private, a Tough Mudder team, Taylor Swift in Ireland, and wasteful public pensions. Also discussed: football excitement, banking challenges, LOA automation, risks in institutional investing, compliance in ethical planning, tax advice caution, and critique of a UK wealth management firm.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Intro
00:00 • 2min
Celebrating Sporting Victories and Personal Milestones
01:32 • 5min
Navigating Potential Financial Changes Under New Government
06:44 • 10min
Banking Challenges, Leveraging Investments, and Private Equity Opportunities
16:30 • 15min
Team Building and Financial Success
31:41 • 9min
Exploring Updates in Financial Services: Online Guide for Letters of Authority and LOA Automation
40:30 • 2min
Analyzing Risks and Investor Behavior in Institutional Investing
42:20 • 11min
The Importance of Compliance and Ethical Financial Planning
53:07 • 16min
The Intersection of Financial Advising and Tax Planning
01:09:12 • 4min
Critique of the largest wealth management firm in the UK
01:13:15 • 2min
Gratitude, Ambition, and Marketing
01:14:53 • 8min