For better client outcomes, focus on the investor not the investments
Unless we make our money story conscious and understand the nature of our relationship with money fully, we run the risk of not living fully and making sub-optimal choices about money and life.
Capital Gains Tax is no small change
Investment portfolios are living, breathing things which require constant care and attention.
“No” is a word
Professional financial planners ideally know that “No” is a word, and one that is worth its weight in gold says, Rob Macdonald, Head of Strategic Advisory Services, Fundhouse.
Adopt a coaching way of being and help your clients solve...
According to Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, for a financial advisor to have a real impact in a client’s life, the first step must be to help the client understand themselves. This helps the advisor and client build a shared understanding of the client’s situation.
Build your brand from the inside out
By building your own distinctive and trusted brand, your clients will have less reason to seek the comfort of other familiar brands in the future. Column by Rob Macdonald, Head of Strategic Advisory Services, Fundhouse.
This was South Africa’s best-performing unit trust in 2021
As potential investors in best-performing funds we need to ask if we are impressed by short-term performance, headlines and awards or by sustainable long-term outcomes? By Ian Jones, CEO at Fundhouse.
The forecaster’s dilemma
Matthew Molyneux, Investment Analyst at Fundhouse, delves into the pitfalls and benefits of economic forecasting.
Every Client is an Exception to the Rule
An assessment may provide some insight into a client, but if every individual is an exception to the rule, then an assessment’s best role is as a catalyst for a conversation.
Difficult conversations. Perhaps the greatest value you can offer your clients?
Shifting money behaviour does not have clear-cut rules and sometimes requires having a difficult conversation with your client. Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, clarifies why developing the skills for difficult conversations is so important.
