Fundhouse Insights Latest Articles

Investment Insight

17
May
2016

Fight instinct to back perennial winners

Which fund would you buy today, without knowing anything more about them? A top-quartile fund returning 30 per cent over three years, or a bottom-quartile fund that lost 10 per cent in ...
11
May
2016

Behavioural Coaching – The Key Tool in the Financial Adviser’s Toolkit?

We recently ran discussion forums around the country on Behavioural Coaching. These sessions were very insightful and in this article Fundhouse's Rob MacDonald speaks about some of ...
26
Apr
2016

Crafting an Annual Client Service Calendar to Illustrate a Financial Planner’s Value...

In a relationship-based service business like financial planning, a lot of work goes on behind the scenes to provide value to clients. On the one hand, this is the whole point of hiring ...
26
Apr
2016

The Challenge of Selling the Invisible: How Do You Make an Intangible Service Like Financi...

When it comes to buying a product, most are relatively straightforward to evaluate. They have a physical presence that can be examined. We can ask others who have purchased and still ...
19
Apr
2016

6 Key Value Propositions A Good Financial Planner Can Provide For Clients Seeking A Better...

As the pressures of commoditization on investment advice continue to increase, more and more advisors adopting financial planning and wealth management services for their clients. Yet ...
6
Apr
2016

How a More Regular Client Meeting Schedule Enhances Advisor Productivity and Business Grow...

A common challenge faced by financial advisers is not having enough time to spend in front of clients. There various ways an adviser can increase the amount of time they spend with ...
24
Mar
2016

Replacing The Data Gathering Meeting With A “Get Organized” Client Experience

The data gathering stage of the financial planning process can often involve a number of meetings/calls/emails until you as an IFA have all the required information to start the ...
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. ...
12
Jan
2016

Does Smart Beta have a role in South African portfolios?

Recently we have been looking at the emergence of 'smart beta' and the role it can play in client portfolios. Smart beta goes by many names - 'factor investing', 'quants' or 'enhanced ...
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