Aug 3, 2016
Last week we talked about asset allocation and choosing the right kinds of assets and funds to invest for your future. These days, most people invest via something called a platform. This week I’ll be looking at why that is the case, whether or not that approach is right for you, and what criteria you should look at when choosing a platform.
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Now I have looked at platforms before in Season One of this show. Listen back to Sessions 11 and 75. These will give you some more depth if you want to add to today’s session. But by the end of today’s episode, you should be have everything you need to know and everything you need to do to when choosing a platform.
Podcast: Season 1, Session 11 - Platforms, Wrappers and Funds Podcast: Season 1, Session 75 - Direct Investment Platforms with Mark Polson Podcast: Season 1, Session 125 - The Rise of the Robo-Adviser, with Al Rush Download: Pricing guide to direct platforms, from The Lang Cat
Podcast: Season 2, Episode 1 - Why Invest? Podcast: Season 2 Episode 2 - Risk, Volatility & Timescale Podcast: Season 2 Episode 3 - Know Yourself: Risk Tolerance & Risk Capacity Podcast: Season 2 Episode 4 - Practical Asset Allocation Try Audible for Free
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Question: Have you chosen a platform? What made up your mind which to use?
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