Fundhouse Insights Latest Articles

5
Sep
2016

Structured Products: the International Titans Basket offered by Investec Bank

We have recently received a number of queries around the value of structured products within a client portfolio. This research note covers these products generally, with specific ...
7
Jul
2016

UK Property Funds: Barbarians at the Gate

It appears that democracy is squarely to blame for clients being unable to get their money out of many of the UK direct property funds. Who would have thought that the vote last ...
17
May
2016

Fight instinct to back perennial winners

Which fund would you buy today, without knowing anything more about them? A top-quartile fund returning 30 per cent over three years, or a bottom-quartile fund that lost 10 per cent in ...
11
May
2016

Behavioural Coaching – The Key Tool in the Financial Adviser’s Toolkit?

We recently ran discussion forums around the country on Behavioural Coaching. These sessions were very insightful and in this article Fundhouse's Rob MacDonald speaks about some of ...
26
Apr
2016

Crafting an Annual Client Service Calendar to Illustrate a Financial Planner’s Value...

In a relationship-based service business like financial planning, a lot of work goes on behind the scenes to provide value to clients. On the one hand, this is the whole point of hiring ...
26
Apr
2016

The Challenge of Selling the Invisible: How Do You Make an Intangible Service Like Financi...

When it comes to buying a product, most are relatively straightforward to evaluate. They have a physical presence that can be examined. We can ask others who have purchased and still ...
19
Apr
2016

6 Key Value Propositions A Good Financial Planner Can Provide For Clients Seeking A Better...

As the pressures of commoditization on investment advice continue to increase, more and more advisors adopting financial planning and wealth management services for their clients. Yet ...
6
Apr
2016

How a More Regular Client Meeting Schedule Enhances Advisor Productivity and Business Grow...

A common challenge faced by financial advisers is not having enough time to spend in front of clients. There various ways an adviser can increase the amount of time they spend with ...
24
Mar
2016

Replacing The Data Gathering Meeting With A “Get Organized” Client Experience

The data gathering stage of the financial planning process can often involve a number of meetings/calls/emails until you as an IFA have all the required information to start the ...
23
Feb
2016

Top Five Steps For Mentoring Junior Advisors

Something we often hear advisers talking about on the Adviser Programme is their struggle with finding suitable younger IFAs to bring into their business and then how to mentor them and ...
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