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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 ...
Rating Asset Managers – Qualitative then Quantitative
The December 2013/January 2014 edition of InvestSA included an article by Rory Maguire on Rating fund managers
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 ...
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 ...
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?
Interview with Robin Stoakley of Schroders discussing the impact of RDR
We highly recommend this month's Fundhouse Q&A podcast - it is highly relevant to financial advisers in South Africa. In it, we discuss the impact that the RDR has had on financial ...
Rethinking investing for income vs wealth
Prof. Robert Merton discusses the fundamental change in thinking needed when moving from a wealth goal to an income goal for the retirement phase of an investor's lifecycle.
Investment Policy Statements – a founding document for anyone rendering investment a...
The investment product landscape and investment markets represent an exciting challenge for some investment advisers and a daunting prospect for others - for all advisers who don't ...
Succession Planning – how to kick off the conversation
Numerous advisers have raised this issue from all sorts of perspectives; we think we can play a role in this for the benefit of our adviser clients; certainly we have the information, ...
Managing Relationships – Client Surveys
Through our interactions with financial advisers we often come across similar challenges which lie at the heart of an advice based practice. Being a client facing business in which ...
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