In this week's podcast, we talk to Glenn Gaughran, Head of Business Development & Marketing at Independent Trustee Company (ITC), about PRSAs and Pension Property.
With big changes in 2023 to PRSAs, Glenn tells us some great nuggets about what opportunities are available to those who have or wish to set up a PRSA.
Key points:
I hope it helps!
I was fortunate to attend FutureProof last week, the world's biggest Wealth Management and Financial Advice conference, attended by c3,000 Financial Advisors. It was held in L.A, California and so was attended mostly by US and Canadian advisors and institutions.
And given US/Canada are probably 15 years ahead of us in progressive advice in clients' interests, it is a great place to get ideas and inspiration as to how best serve clients here in Ireland.
This week, you benefit from some of that inspiration; where I share the top 5 trends that I observed from being immersed in FutureProof for 3 days
In the ever-evolving ocean of investments, where trends and fads can shift like the currents of the oceans beneath us, it's essential to keep a steady hand on the wheel.
Amid the chorus of voices clamoring for the latest high-flying assets, one must pause and reconsider the tried-and-true: bonds.
As financial advisors, it's our duty to ensure our clients make informed decisions. That's why we'll discuss why abandoning bonds might not be the wisest move, especially in today's dynamic market