Insights

Plain guides to how investment advice works.

Notes for people choosing an adviser and for advisors weighing a move. The first pieces are listed below, each with one line on what it sets out to explain.

The plate

  • Advisors
  • Portfolios
  • Planning
  • Retirement
  • Disclosures

Each line is one planned piece. Its colour is its topic, and its reading on the plate keys it to the catalogue below.

The line catalogue

The first pieces, in the order of the plate.

  1. Advisors

    What changes when you move a practice to an RIA

    Walks an advisor through a move step by step, in plain terms, from the first conversation onward.

    Coming soon

  2. Portfolios

    What an Investment Policy Statement records

    Explains the document set up for each portfolio management client: goals, time horizon and risk tolerance, and how it guides the portfolio.

    Coming soon

  3. Planning

    What a financial plan can cover

    Sets out the areas a plan can include, from investments and insurance to taxes, education and debt, and what each one asks of you.

    Coming soon

  4. Retirement

    Before you set a retirement income goal

    Lists the questions to answer first: sources of income, expected expenses, Social Security timing, and when and where you plan to stop working.

    Coming soon

  5. Disclosures

    How to read an adviser's Form ADV

    Reads Form ADV Part 2A item by item, using Acrylic Financial's own brochure as the worked example.

    Coming soon

Rather talk it through?

Book a conversation Advisors: how a move to Acrylic works