Fundhouse Insights Latest Articles

Adviser Specific

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 ...
15
May
2014

RDR is a huge challenge, but definitely not a ‘disaster’

The RDR has been a disaster for IFAs and the financial services industry. Reforms have gone some way to delivering a truly professional offering so far.
19
Dec
2013

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 ...
1
Oct
2013

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?
20
Sep
2013

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.
9
Jul
2013

Merely mediocre returns

With two market "crashes" in the past decade, prospective baby boomer retirees have grown increasingly afraid of the risk that the next market crash could topple their retirement if it ...
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