23
May
2014
The importance of demonstrating your value
Warren Buffet once said "price is what you pay, value is what you get".
Paul Young discusses the importance of demonstrating your value.
22
May
2014
Investment Support for Independent Advice: Article 1: Using an external investment advis...
This is the first in a series of articles discussing investment support for financial advisers. Taking the lead from offshore markets and based on what we see locally, we will be ...
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.
7
Mar
2014
Blind Spots in Financial Advice Processes
Every financial advisory firm has a client planning process which it considers to be sound. This process likely started as a core philosophy and then evolved over time based on best ...
4
Mar
2014
The Five Stages Of Growth In A Financial Planning Firm
As the world of financial advice continues to grow and evolve, advisory firms are increasingly going through a series of consistent stages in the growth of their firm. There's a ...
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?
25
Sep
2013
Interview with Robin Stoakley of Schroders discussing the impact of RDR
We highly recommend this month's Fundhouse Q&A podcast - it is highly relevant to financial advisers in South Africa.
In it, we discuss the impact that the RDR has had on financial ...
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.
6
Sep
2013
Investment Policy Statements – a founding document for anyone rendering investment a...
The investment product landscape and investment markets represent an exciting challenge for some investment advisers and a daunting prospect for others - for all advisers who don't ...