Welcome to The Future Financial Adviser, where we discuss the latest digital platforms, best practices, and evidence-based investing strategies, to give financial advisors the tools they need to help more investors improve their financial well-being.
In this episode, I talk about fixed income. It’s often considered to be a ‘boring’ topic, an asset class that isn’t as well understood by a lot of financial advisers and investors alike. I’ve come across many advisors over the years that don’t even use fixed income - they just use cash and term deposits.
I refer to an article on fixed incomes by Index Fund Advisors, a big advisory firm based in the US, with the purpose of going over things that should be considered when discussing fixed income and bonds with your clients in any age group.
If you’re ready to modernise your advisory business and reach a new generation of investors, then this show is for you!
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About Our Host
Nigel Baker is the founder of Scientiam, an online investing platform designed to help advisers engage with more clients to reach their goals. Nigel has over three decades of experience in the wealth management industry, having worked for some of the largest global institutions, and was a partner in one of Australia’s largest Accounting groups. He is also the author of ‘The Super Secret’ which uncovers the truth about how to invest successfully. Nigel is passionate about helping others understand money better so that they can achieve what is of utmost importance to themselves and their families.
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Index Fund Advisors article, ‘A Focus on Fixed-Income: Four Tips to Managing Bonds’: https://www.ifa.com/articles/focus_fixed_income/
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