Fundhouse Insights Latest Articles

Investment Insight

23
Nov
2015

Does Your Firm Need A Dedicated Business Manager?

Something we are starting to see more and more of is that as advice businesses continue to grow IFAs are starting to find it necessary to hire managers to take over some of the business ...
23
Nov
2015

Drawdowns: Seismic events in Investment markets

Investment risk can have a different meaning to each investor, however capital drawdowns are often seen as the risk torch bearer. In this article Peter Foster discusses various types of ...
3
Nov
2015

I Know Why Your Marketing Isn’t Working

The importance of effective, clear communication is something that we at Fundhouse stress to the advisers on our practice development programme, however with your clients receiving more ...
26
Oct
2015

German Re-engineering

The last quarter saw a number of significant economic events and market shifts, ranging from the US Fed's decision not to raise interest rates, through to concerns regarding China's ...
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 ...
12
Oct
2015

Volatility and investor behaviour

Market volatility, which South Africans have been hit with this year, often causes investors to panic and make irrational decisions. Ian Jones explains how crucial the investors ...
6
Oct
2015

The Seven Roles of an Adviser

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor ...
6
Oct
2015

Succession planning – maintaining your independence may be more valuable than you th...

Succession is a key issue for independent financial advisers. Without a sound succession plan it is very difficult to build real value in your business. Probably more importantly, your ...
28
Sep
2015

The Ongoing Crisis of Advisor Differentiation: Once-Unique Value Propositions Are Now Advi...

The importance of a well-defined value proposition is something that we often stress on our Practice Development Programme, as knowing what value your business offers clients will help ...
21
Sep
2015

A Tailored Communication Strategy – One Way to Counter the Robo-Advisor Threat

In a recent series of discussion forums with financial advisers, we looked at the potential impact of on advisers of the growing phenomenon of Robo-Advisors. Whilst this is still a ...
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