Argyle News : Phil's Blog (March 2008 Archive)

Sometimes topical issues can arise which demand an immediate and un-scheduled response. Phil's blog will discuss these issues in an open and down-to-earth manner.

04/03/08

How much will my kids cost me?

Our homepage gives you direct access to Citywire's website to enable you to keep up to date with the latest investment news. This week sees the relaunch of the Citywire site with new look and array of features including a view for advisers like ourselves, as well as a new site aimed at consumers.

We will very shortly be setting up improved links to their site, which will provide you with a regular flow of daily news and views without having to leave our site. In the meantime we thought you might live to see one of the articles we have provided for the consumer section of the Citywire site called "How much will my kids cost me?"

Click here to visit the Citywire article (opens in a new window).

03/03/08

MILAN CITYWIRE CONFERENCE

Jean and I had the opportunity of seeing our financial world from its beginning to its likely end last week. We were speaking with Citywire at a conference in Italy where financial regulation is only just appearing in much the same way as it did in the UK back in 1986.

Our venue was the Milan Stock Exchange where an invited audience of 250 advisers listened eagerly whilst the new regulatory regime was outlined. Argyle had been invited by JP Morgan Asset Management to paint a picture of where the audience might expect the Italian financial adviser marketplace to be in a few years' time.

Following our talk came what for us was the conference highlight - a wonderful presentation by Russ Hill, an adviser from the USA. Russ talked of a journey he had taken since 1989 to transform his small two-adviser practice. Halbert Hargrove, with offices in California, Colorado and Washington State, into a fee-only platform based firm with 24 staff and $1.5 billion (£750 million) of clients assets under management. It was wonderful to see someone on the same road as Argyle, even though they were 10 blocks ahead!