The series continues as Richard Romer-Lee chats to Joe Davidson
‘There are risks of not preparing and rewards of grasping the opportunity’
FCA estimates 5 million people in the UK hold cryptocurrency
Reducing 'fee drag' on client's portfolio performance
Tax-efficient accumulation, decumulation and transfer of wealth
Accountants are seeking to outsource financial planning entirely
Is active fund management a waste of time?
Extensive changes need to be in place by April 2024
Cash characteristics can be replicated by other investments
The pace of digital transformation is accelerating