3
Jul
2015
Internal Succession – the appeal and the challenges it presents
In a recent survey of 314 IFAs in SA by Insight Discovery, 64% of the IFA respondents were over the age of 50, and a further 20% were over the age of 40. Put another way, only 16% of ...
28
May
2015
Why does a client need you rather than a Robo Adviser?
After reading last week's article by Mark Hurley who essentially said that Robo Advisers are not really a threat, you may have been lulled into a sense of comfort about Robo Advisers. ...
22
May
2015
Fear Not The Robo-Advisor
There has been a great deal of hoopla lately in the media about the "Rise of the Robo-Advisor," i.e., low-cost, online wealth management advice providers. Dozens of start-ups (i.e., ...
21
May
2015
Value vs Valuation: understanding the difference in investment approach
On face value, the terms 'Value' and 'Valuation' appear interchangeable. If a fund manager says they follow either one of these investment approaches, surely this means the same general ...
15
May
2015
Three Essential Factors for Making Change Happen in your Business
Whether driven by the prospect of RDR, or simply due to a desire to improve your business, making change happen is top of mind for many financial planners that we work with. But from ...
4
Dec
2014
Investment Support for Independent Advice: Article 3: IMPLEMENTING YOUR MODEL PORTFOLIOS
This is the third article in the model portfolio series. Here we will be discussing the practical implementation of model portfolios and what it means for your practice.
2
Jul
2014
Investment Support for Independent Advice: Article 2: WHAT TO EXPECT FROM AN EXTERNAL INV...
This is the second article in the model portfolio series. Here we will be discussing what to look for in a service provider, and what to expect from a service level agreement (SLA).
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" ...