Fundhouse Insights Latest Articles

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 ...
7
Mar
2014

Blind Spots in Financial Advice Processes

Every financial advisory firm has a client planning process which it considers to be sound. This process likely started as a core philosophy and then evolved over time based on best ...
5
Mar
2014

Rating Asset Managers – Qualitative then Quantitative

The December 2013/January 2014 edition of InvestSA included an article by Rory Maguire on Rating fund managers
4
Mar
2014

The Five Stages Of Growth In A Financial Planning Firm

As the world of financial advice continues to grow and evolve, advisory firms are increasingly going through a series of consistent stages in the growth of their firm. There's a ...
19
Dec
2013

Q&A: What to consider when switching a client from an RA run by life assurers to an i...

Question: I am often asked to do an analysis for a client who has an existing retirement annuity run by life assurers. It appears these portfolios are expensive, inflexible (clients ...
1
Oct
2013

Forward PEs look attractive?

"Forward PEs look attractive" is often offered as an astute observation. In fact, it's almost a truism. But does using forward PEs to assess market valuations actually work?
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