Fundhouse Insights Latest Articles

6
Feb
2015

Why we are monitoring Multi Asset Income Funds Closely – a UK perspective

As our subscribers know, we rate some Multi Asset Income Funds well. But, across the board, we have raised a concern with each of the managers of these funds. It is the income ...
4
Dec
2014

Investment Support for Independent Advice: Article 3: IMPLEMENTING YOUR MODEL PORTFOLIOS

This is the third article in the model portfolio series. Here we will be discussing the practical implementation of model portfolios and what it means for your practice.
2
Jul
2014

Investment Support for Independent Advice: Article 2: WHAT TO EXPECT FROM AN EXTERNAL INV...

This is the second article in the model portfolio series. Here we will be discussing what to look for in a service provider, and what to expect from a service level agreement (SLA).
1
Jul
2014

Why clients keep Financial Planners

Roy Diliberto from RTD Financial Advisors Inc. in Philadelphia discusses strategies that can increase your client retention
6
Jun
2014

Opportunity knocks for post-RDR advisers

If Aviva's survey of 1500 advisers is to be believed, advisers are the most optimistic they've been since 2009. Kevin O'Donnell discusses optimism in the industry following RDR.
1
Jun
2014

How To Find Your Niche As A Financial Advisor

"As more and more people earn their CFP certification and become financial planners, the mere fact that one is a financial planner is no longer the differentiator that it once was" ...
23
May
2014

The importance of demonstrating your value

Warren Buffet once said "price is what you pay, value is what you get". Paul Young discusses the importance of demonstrating your value.
22
May
2014

Investment Support for Independent Advice: Article 1: Using an external investment advis...

This is the first in a series of articles discussing investment support for financial advisers. Taking the lead from offshore markets and based on what we see locally, we will be ...
15
May
2014

RDR is a huge challenge, but definitely not a ‘disaster’

The RDR has been a disaster for IFAs and the financial services industry. Reforms have gone some way to delivering a truly professional offering so far.
8
Apr
2014

Fund Ratings: who rates us?

Fundhouse has been qualitatively evaluating and rating asset managers for institutional clients for many years, although only fairly recently for financial advisers and platforms. In ...
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