Fundhouse Insights Latest Articles

Adviser Specific

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 ...
13
Jun
2013

Fees: A potential pitfall of using a Trust

In this article, Gordon Stuart of Sentinel explains what to consider when setting up a trust.
1
May
2013

Trusts as an Investment Vehicle

In this article, Gordon Stuart of Sentinel explains trusts as an investment vehicle.
19
Feb
2013

Don’t forget the Shareholders Agreement

This article discusses the reasons why a shareholders agreement is necessary and what the main aspects of it typically are.
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