Fundhouse Insights Latest Articles

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5
May
2017

Find your purpose as a business and solve your people problem

"How do I find good people?" and "How do I retain good people?" are probably the two most common people-related questions owners of financial planning businesses ask. Followed closely ...
3
May
2017

Dunbar’s number and how many true financial planning client relationships you can re...

"Dunbar's number" - named after British anthropologist Robin Dunbar and based on his research, which suggests that there may be a physiological limit to the number of people with whom ...
6
Apr
2016

How a More Regular Client Meeting Schedule Enhances Advisor Productivity and Business Grow...

A common challenge faced by financial advisers is not having enough time to spend in front of clients. There various ways an adviser can increase the amount of time they spend with ...
23
Feb
2016

Top Five Steps For Mentoring Junior Advisors

Something we often hear advisers talking about on the Adviser Programme is their struggle with finding suitable younger IFAs to bring into their business and then how to mentor them and ...
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 ...
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 ...
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