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‘Free’ financial advice always comes at a cost

The wait is over… a well known Robo adviser firm in the US has launched its eagerly awaited Free Financial Planning tool to help move towards their goal which is to make sophisticated financial advice available for everyone. No need to pay an experienced financial planner, when you can download an app built by a […]

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Riding out the storms

The grey clouds of Brexit and other political storms may be directly overhead but here at PortfolioMetrix we are in a celebratory mood. 2018 has proved to be our best year yet, with AUM up 40 per cent from 31 December 2017 and this November being a record month for inflows. I’d like to say […]

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Concerns about the Wisdom of the Collective*

The last couple of years haven’t been a great ad for democracy.  The Brexit and Trump phenomenon is not just crazy stuff that you can shrug off.  Although these are different events with somewhat overlapping aetiologies, they go straight to the heart of our identity in liberal democracies and raise lots of questions.  The fact […]

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Why IFAs should dare to outsource their Investment Management

Just recently, there’s been a spate of articles in the financial trade press highlighting the perceived challenges involved when advisers weigh up whether or not to outsource the investment process to a discretionary investment management service. The key concerns seem to be: Struggling to prove their worth to clients Losing control of investments or the value chain […]

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Composure in tough market conditions

A rough year September and October were torrid months for global markets. From a high on 28 August, the MSCI AC World in GBP was down by over 9% by 24 October. The FTSE 100, which had been falling for longer, was down over 10% in October from highs reached in May, even with dividends […]

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Smart, not hard

Putting the hours in has always been linked with success in business but these days it’s not about how hard you work but how smart you are about structuring the way you work. At the recent PA360 North event (17 October 2018), one of the sessions focused on what a good business looks like. Long […]

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Thrills and chills at the PA 360 North event

The Professional Adviser 360 North event in Warrington (17 October) was excellent, with a packed agenda on topics of genuine interest to the many advisers in attendance. Technology and platforms were hot topics but perhaps the most keenly followed presentation was that of Rory Percival, the former FCA executive turned consultant, who focused on PROD […]

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Outsourced investments and fees: advisers can square the circle

‘Advisers shun DFMS to justify fees’ is the headline in a recent Portfolio Adviser article. The article, based on a survey by Rathbones, highlights that a fifth of advisers would never consider outsourcing investment management because of the impact it could have on their own fees. It seems to me that many advisers feel they […]

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The platform debate and why it’s not wise to put the cart before the horse

I’m off to Warrington soon to attend the Professional Adviser 360 North event on 17 October. The agenda looks interesting, with technology once again being a topic taking centre stage. The great platform debate Something else that’s being given high-level air-time is platforms and the importance of choosing the right one. There’s an illustrious panel […]

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Time to crack open the Champagne

We won! Having been shortlisted for three Citywire Investment Performance Awards 2018, we are delighted to have won Best Overall Small Firm, Best Steady Growth and Best Aggressive. Winning is testament to all the hard work put in by the team over the past few years and to the original vision and strategy we put in […]

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The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.