Financial Simplicity

07/08/2024

The introduction of powered flight was a major innovation, achieved through a significant shift in understanding the problem and the necessary skill sets for success. At the time, there was no real precedent in terms of innovation to base the challenge on; this was entirely new territory.

Read the full article at
https://www.financialsimplicity.com/insights/articles/futureofwealthmanagement/ to discover why we are fascinated by the early stories of powered flight.

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The introduction of powered flight was a major innovation and was achieved through a significant change in the thinking of both what the problem was and the skill sets that...

02/08/2024

‘The relationship between technology and humans is ever-changing’

Stuart Holdsworth discusses the complementary nature of technology and human interaction..’ and puts it in the link and blog image. Click here to read more: https://www.financialsimplicity.com/insights/articles/its-very-much-time-to-look-at-the-relationship-of-humans-and-technology-differently/

Here is a link to an article furthering the theme that Stuart Holdsworth talks about in relation to technology complementing human services, as opposed to being a threat. https://www.ifa.com.au/news/30676-global-evidence-shows-technology-supports-advisers-not-replacing-them

26/07/2024

An article in IFA Magazine from our CEO Stuart Holdsworth on the challenges of using spreadsheets for portfolio management. Read this: https://www.financialsimplicity.com/insights/articles/still-using-spreadsheets-for-portfolio-management-read-this-2/

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Hands up all those who use spreadsheets to review asset allocations and portfolio composition. I’m sure I don’t need to tell you how cumbersome and time-consuming of a process that can be, particularly if you’re doing it across multiple client accounts or investment platforms come portfolio re...

30/04/2024

Investment advising is no longer a one-size-fits-all affair.
Today's investors crave a tempo that matches their unique financial rhythm. Learn why tailored portfolio reviews are the future of wealth management.

Read On: https://www.financialsimplicity.com/insights/articles/customizing-portfolio-reviews-matching-the-investors-pace-in-a-dynamic-world/

If you would like to find out more about what we can offer or would like to organise a zoom call, please get in touch at [email protected] or call us at 1300 363 053 or +44 203 966 0886

In the realm of investment advisory, there’s a delicate dance every adviser must perform: the portfolio review. Traditionally, these reviews have followed a set rhythm – quarterly, biannually, or annually – a tempo set more by convention than by client need. But as the beat of the market quick...

23/04/2024

With the shift to client-centricity becoming an important part of a firm's investment value proposition, the perspective of what is ‘customisation’ vs ‘personalisation’ is becoming a marketing distinction and can have a significant impact on client outcomes.

In this article, we explore what customisation is, what personalisation is, how they differ and why is it important. Read on: https://www.financialsimplicity.com/insights/articles/navigating-the-future-of-investing-customisation-offers-choices-but-personalisation-ensures-those-choices-fit-the-investor-perfectly/

If you want to make the necessary leap to deliver the best outcomes for your clients and deliver personalised investment propositions, reach out to us to understand how.

In the rapidly evolving landscape of investment, the distinction between customization and personalisation has never been more critical. As the traditional model of productised investing sees diminishing margins, the spotlight turns towards more tailored investing propositions. This shift is not mer...

17/01/2024

With what appears to be a ‘no stone unturned’ regulatory approach as part of the Consumer Duty in the UK, there is increasing focus on what actually is portfolio ‘rebalancing’, does every type of rebalancing lead to good (or sometimes poor) consumer outcomes, and hence the need for increased scrutiny and even due diligence by advisers when looking at products and services that include ‘rebalancing’ for their clients.

Introduction:The emergence of large language models, such as GTPx from OpenAI, has captivated many with their extraordinary text and content generation capabilities. These probabilistic driven models have enabled organizations like Financial Simplicity to achieve more output with fewer resources by....

05/11/2023

The article discusses the strategic shift of investment advice firms from selling externally managed investment products to creating bespoke investment portfolio services. The key points and steps involved in this transition are as follows:

1. Visionary Foundations
2. Essential Operational Building Blocks
3. Rethinking Management & Resourcing

In conclusion, transitioning to a manufacturing mindset is an audacious but promising move for investment advice firms. It requires thoughtful planning, strategic recalibration, and a commitment to improvement. By focusing on operational essentials, re-envisioning management perspectives, and maintaining a clear vision, firms can successfully make this shift, ultimately delivering unparalleled value and service to their clients through personalized investment portfolio solutions.

Read on: https://www.financialsimplicity.com/insights/articles/from-selling-to-manufacturing-how-investment-advice-firms-can-transition-to-creating-their-own-investment-portfolio-service/

In the dynamic world of investment and technology, swift evolutions are a constant. Amidst technological innovations, shifting client needs, and a tightening market, investment advice firms are hunting for unique differentiators. One trend steadily gaining momentum is the move from selling external....

06/09/2022

It's more important than ever to consider a firm's data architecture and applications to be client-centric

Stuart Holdsworth talks about some of the considerations here in considering and selecting technology applications for financial advice. Click here to read more: https://lnkd.in/gPjUEVSN

30/08/2022

The introduction of powered flight was a major innovation and was achieved through a significant change in the thinking of both what the problem was and the skill sets that actually got the successful group there first. At the time there was no real precedent in terms of innovation that could be used to base the challenge on. This was new turf [...]

Read the full article at https://bit.ly/futureofwealthmanagement and find out why we are big into the early stories of powered flight.

The introduction of powered flight was a major innovation and was achieved through a significant change in the thinking of both what the problem was and the skill sets that actually got the successful group there first. At the time there was no real precedent in terms of innovation that could be use...

22/08/2022

Do you have a wealth management business or practice ?
There have been considerable changes in the way wealth management businesses have been valued in recent years, largely as a function of regulatory changes, margin pressures, and industry 'supply chain' dynamics that come around from the above and also the introduction of innovations and technologies.

If you want to read more whether a wealth management operation is a ‘business’ or a ‘practice’, click here: https://lnkd.in/ggANkswi

There have been considerable changes in the way wealth management businesses have been valued in recent years, largely as a function of regulatory changes, margin pressures and industry ‘supply chain’ dynamics that come around from the above and also the introduction of innovations and technolog...

15/08/2022

An article in IFA Magazine from our CEO Stuart Holdsworth on the challenges of using spreadsheets for portfolio management. Read this: https://lnkd.in/g2yH-djX

10/08/2022

Stuart Holdsworth considers how advisers and asset managers can improve their value proposition to investors.

He read interesting articles and papers from the other side of the Pacific that are bringing what appears to be a new angle on the role of the asset managers in the industry and their relationship with advisers. And here's the article about the "IMAs – The Merging of Advice and Asset management", click here to read more: https://lnkd.in/gjya-g5A

STUART HOLDSWORTH considers how advisers and asset managers can improve their value proposition to investors. I have read some interesting articles and papers from the other side of the Pacific recently that are bringing what appears to be a new angle on the role of the asset managers in the industr...