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 ...
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. ...
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 ...
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).