TRAP: The Real Adviser Podcast

50 - What's Risk Got To Do With It?

Aug 1, 2024
The hosts dive into the pressing issue of cybersecurity, sharing a firsthand hacking experience that underscores its importance in finance. They discuss Monzo's innovative pension consolidation approach and the challenges of managing pensions across careers. The conversation touches on the Dimensional Fund Advisors Matrix book, essential for emerging advisors, and explores the implications of consumer duty legislation. Skepticism towards vague market predictions unfolds, while strategies for long-term financial goals are examined amid historical investment trends.
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