Della Voce was bobbing along lost somewhere in the Atlantic; Storyteller was in an internet-lousy Turkey. So we had a guest host in Samantha Russell, a “Chief Evangelist” or something. Check out her profile here: https://www.linkedin.com/in/samanthacrussell/recent-activity/all/

In this latest pile of TRAP, the Trap Pack discuss

Topical issues, including the Euros, TRAP’s first award (yes, really), IRIS, JP Morgan Guide to Retirement, Powerball winners fleeced, humans trusted more than AI (no shit), Schroders Adviser Survey 2024, Tavistock v Titan,
Meat and Potatoes: Universal Marketing Truths
Questions posted by our beloved TRAPist Jake: https://www.linkedin.com/in/jacob-parsons1664
Culture Corner

Links referred to in the show:

Sam - https://news.northwesternmutual.com/planning-and-progress-study-2024 (People of all generations trust humans significantly more than AI when it comes to helping them with their financial plans,
NL - IRIS tax-return software: https://www.iris.co.uk/products/iris-elements/tax/
AH - JP Morgan Guide to Retirement 2024 PDF https://am.jpmorgan.com/us/en/asset-management/institutional/insights/retirement-insights/guide-to-retirement/
NL - US$60M Powerball winners fleeced by commission-based adviser: https://www.wsj.com/finance/investing/a-couple-won-the-powerball-investing-it-turned-into-tragedy-fc8fd31c?st=2kwdddr07zzvgb4&reflink=desktopwebshare_permalink
AH https://advisoryai.com/
Sam - wealth in America Edelman financial engines https://www.edelmanfinancialengines.com/wealth-in-america-2023
NL: Schroders Adviser Survey 2024: https://mybrand.schroders.com/m/698c9b0d5bf92c4/original/Schroders-Adviser-Pulse-Survey-2024.pdf
AS - Tavistock/Titan debacle https://www.cityam.com/titan-and-tavistock-descend-into-legal-spat-over-sustained-period-of-unacceptable-performance/
NL: friend of the show Banker On Wheels, useful guide to indexes and comparison of MSCI v FTSE:

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