21
May
2015
Value vs Valuation: understanding the difference in investment approach
On face value, the terms 'Value' and 'Valuation' appear interchangeable. If a fund manager says they follow either one of these investment approaches, surely this means the same general ...
15
May
2015
Three Essential Factors for Making Change Happen in your Business
Whether driven by the prospect of RDR, or simply due to a desire to improve your business, making change happen is top of mind for many financial planners that we work with. But from ...
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 ...