Fundhouse Insights Latest Articles

Adviser Specific

3
Jul
2015

Internal Succession – the appeal and the challenges it presents

In a recent survey of 314 IFAs in SA by Insight Discovery, 64% of the IFA respondents were over the age of 50, and a further 20% were over the age of 40. Put another way, only 16% of ...
28
May
2015

Why does a client need you rather than a Robo Adviser?

After reading last week's article by Mark Hurley who essentially said that Robo Advisers are not really a threat, you may have been lulled into a sense of comfort about Robo Advisers. ...
22
May
2015

Fear Not The Robo-Advisor

There has been a great deal of hoopla lately in the media about the "Rise of the Robo-Advisor," i.e., low-cost, online wealth management advice providers. Dozens of start-ups (i.e., ...
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 ...
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