Professional financial planning for all

Rob Macdonald, Head of Strategic Services at Fundhouse, believes if we are to achieve the FPI’s vision of Professional Financial Planning for All, financial planners need to re-imagine how they see themselves and the profession.

It’s not about the fees

For many financial planners the issue of fees has become a critical issue and they are struggling with how they charge for their work. In this article, Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, addresses the issue of fees, especially with reference to our perception of the value we add as professionals.

The Infrastructure Drive

In a country bleeding from the fallout of the Covid-19 pandemic, many see sustained upgrades to South Africa’s infrastructure as the panacea that will kickstart the economy. But will it work? Matthew Molyneux, Investment Analyst at Fundhouse, explores the subject in more detail.

How behavioural finance created a community

The behavioural finance community continues to expand and develop today. In this community, our clients are the most important members of all.

Binary thinking, what-ifs and why it helps to disagree with yourself

Ian Jones, CEO of Fundhouse, explores the concept of “binary thinking”, which relates to the idea that when faced with complex decisions, we are prone to oversimplifying the problem to arrive at convenient answers. 

Emotional Connection: The fuel that drives the engine of financial advice

Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, recommends that without a genuine emotional connection, you are unlikely to be able to serve your client optimally.

What type of financial adviser are you?

Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, explores answers to this crucial question and their implications for your future success as financial adviser

3 roles of the financial planner

As a financial planner, you help clients make and implement key decisions about their life and money. often with life-changing implications

The offshore opportunity set

We take a tour through what it means to be invested offshore by looking at the actual opportunities we are investing in, and the new risks we are exposed to in the search for returns

The Golden Triangle – the cornerstone for your business

Why it is so important to know what type of financial advisor you are