CPD: Growing your advice practice

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There is increasing commentary about the need for financial advice firms to grow in order to survive. This question of growth is starting to reappear post an elongated period of consternation and consolidation in our profession. This article, sponsored by Insight Investment, will explore the two means traditionally used to grow financial advice practices – […]

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CPD: Asset allocation – the driver of portfolio returns

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Modern Portfolio Theory, pioneered by Harry Markowitz in 1952, introduced investors to the risk/return trade-off. It focused on how investors can construct a portfolio to maximise expected return for a given level of risk. This allocation of money into investible assets has evolved over time to become an integral part of investing. This article will […]

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CPD: Portfolio governance frameworks

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Financial advice practices face a myriad of decisions every day. One of the more important decisions is whether to insource or outsource portfolio construction at a financial planning practice level. While on the surface it may seem a reasonably simple binary decision, a significant amount of effort and expertise is required to get to the […]

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