Fundhouse Insights Latest Articles

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 ...
6
Oct
2015

Succession planning – maintaining your independence may be more valuable than you th...

Succession is a key issue for independent financial advisers. Without a sound succession plan it is very difficult to build real value in your business. Probably more importantly, your ...
29
Sep
2015

The power of effective communication

Coming soon
29
Sep
2015

What does a Fundhouse rating actually mean?

We have been researching and analysing funds globally for 7 years now and have rated over 150 local and 250 offshore funds. Advisers ask us many questions around our ratings including ...
28
Sep
2015

The Ongoing Crisis of Advisor Differentiation: Once-Unique Value Propositions Are Now Advi...

The importance of a well-defined value proposition is something that we often stress on our Practice Development Programme, as knowing what value your business offers clients will help ...
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