Fundhouse Insights Latest Articles

17
Feb
2016

AUM Fees Aren’t Declining, but Profit Margins May Be Squeezed As Advisors Add Value ...

The term 'Robo - Advisor' is something that have heard a lot of and will continue to as it seems everywhere you turn someone is either talking about one or thinking about starting one. ...
12
Jan
2016

Does Smart Beta have a role in South African portfolios?

Recently we have been looking at the emergence of 'smart beta' and the role it can play in client portfolios. Smart beta goes by many names - 'factor investing', 'quants' or 'enhanced ...
23
Nov
2015

Does Your Firm Need A Dedicated Business Manager?

Something we are starting to see more and more of is that as advice businesses continue to grow IFAs are starting to find it necessary to hire managers to take over some of the business ...
23
Nov
2015

Drawdowns: Seismic events in Investment markets

Investment risk can have a different meaning to each investor, however capital drawdowns are often seen as the risk torch bearer. In this article Peter Foster discusses various types of ...
3
Nov
2015

I Know Why Your Marketing Isn’t Working

The importance of effective, clear communication is something that we at Fundhouse stress to the advisers on our practice development programme, however with your clients receiving more ...
26
Oct
2015

German Re-engineering

The last quarter saw a number of significant economic events and market shifts, ranging from the US Fed's decision not to raise interest rates, through to concerns regarding China's ...
19
Oct
2015

Beware the Bemuda Triangle of investing

At the heart of the constant challenge that faces investors, is what I like to describe as the "Bermuda Triangle of Investor Behaviour". There are three core influences on investor ...
12
Oct
2015

Volatility and investor behaviour

Market volatility, which South Africans have been hit with this year, often causes investors to panic and make irrational decisions. Ian Jones explains how crucial the investors ...
12
Oct
2015

Three Steps To Modernise Your Marketing

We recently held some discussion sessions around the country with some of you on marketing and communication practices in and around your business. The feedback we got from the session ...
6
Oct
2015

The Seven Roles of an Adviser

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor ...
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