insights - special reports
Protect your privacy on social media: How much is too much?
Follow these tips for protecting your privacy on social media. In 2020, there were 3.96 billion active users on social media and the number keeps growing. Whether it’s to find a place to eat, stay in touch with friends or …
The Power of Yes
Julie Singer’s openness to new experiences has coloured her life with adventure. “Trying things in this beautiful, strange world is the only way to find your path.” In those few words, Julie Singer, AAMS®, CFP®, effortlessly summed up her mantra. …
The importance of discussing inheritance with your heirs
As you finalise estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of communication with presumed heirs. You’ve achieved a level of financial success that allows you to share your wealth with …
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had …
Make data privacy a priority in 2022
As our lives become more digitally integrated, our data becomes more valuable. Often, data collectors say that the vast amount of information they take in is tightly secured or anonymised before it is packaged and resold. However, researchers from …
Challenges and Opportunities
By Chris Bailey European Strategist, Raymond James Investment Services Ltd “If I had my way, I’d remove January from the calendar altogether and have an extra July instead.” Roald Dahl Whilst the application of many millions of booster jabs have …
Optimise your estate plan for 2022 and beyond
Five ways to refine your plan for the future. A new year brings fresh opportunities to protect your legacy through estate planning. Consider these ideas for refining your estate plan in the short term – to better support your goals …
