In this St Patrick’s Day Special latest pile of TRAP, the Trap Pack discussThree glowing reviews of the podcast, read by Andy in his inimitable styleTopical issues, including one IFA saving a client from a £450,000 fraud; the road to hell that is pension Lifestyling; the unbelievably rapid demise of the Vanguard advice experimentMeat and Potatoes: St James’s Place - a commercial behemoth. But at what cost?Questions posted by our beloved Trappists @RossTaylorFP @cianmetiscfpCulture CornerLinks referred to in the show:Something to put in front of your vulnerable clients re scam dangers: https://www.dropbox.com/s/fa9vvp5eyq16io8/20230309%20How%20Frauds%20Work%20and%20How%20To%20Avoid%20Being%20a%20Victim.docx?dl=0Vanguard chief defends decision to pull asset manager out of climate alliance https://on.ft.com/3EnzwlUList of things Vanguard said they couldn’t or wouldn’t advise on: https://www.professionaladviser.com/news/4030168/reasons-stay-away-vanguard-lists-strict-criteria-advice-serviceAndy’s Money Marketing article of 10th February: https://www.moneymarketing.co.uk/opinion/andy-hart-financial-advice-will-always-be-a-luxury-product/Black Rock pulls out of US robo advice market: https://citywire.com/pro-buyer/news/ritholtz-buys-book-of-biz-from-blackrocks-shuttering-robo-advisor/a2410658AS: Experiments in Advisor Marketing https://pca.st/episode/65863b6f-524b-457f-a406-2ab1b57fab3fNL: Business Breakdowns: IPL: The World’s Fastest Growing Sports League https://pca.st/0x2iywpxAH: Morgan Housel podcast - https://podcasts.apple.com/us/podcast/the-morgan-housel-podcast/id1675310669 CW: Bloomberg explainer on SVB debacle https://www.bloomberg.com/opinion/articles/2023-03-10/startup-bank-had-a-startup-bank-run?utm_source=website&utm_medium=share&utm_campaign=copy=========================== ===============================Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related