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 ...
21
Aug
2015
Dealing with the behaviour of the Rand
The volatile nature of the Rand often leaves financial planners trying to pick the best time to invest offshore, however Peter Foster explains why it is more important for financial ...