Fundhouse Insights Latest Articles

Practice Management

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 ...
29
Aug
2013

Succession Planning – how to kick off the conversation

Numerous advisers have raised this issue from all sorts of perspectives; we think we can play a role in this for the benefit of our adviser clients; certainly we have the information, ...
19
Aug
2013

Managing Relationships – Client Surveys

Through our interactions with financial advisers we often come across similar challenges which lie at the heart of an advice based practice. Being a client facing business in which ...
11
Jun
2013

A Business Plan – Still a very useful document

A Caveat Most businesses do not have a business plan and there is often a good reason why: in large part, businesses evolve in an oblique way, through trial and error, rather than ...
19
Apr
2013

The RDR – A Law of Unintended Consequences

This article reflects on the unintended consequence of legislation on advisers. Instead of creating more independent advisers, it seems to be chasing them into tied distribution models.
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