Very few active funds outperform in the long run
Robin Powell of the Evidence Based Investor & Tim Edwards of S&P Dow Jones Indices share some insights on active fund performance
The Value of Advice - Coaching
Perhaps the most important way of all in which an adviser can add value is through behavioural coaching.
The Value of Advice - Maintenance
When choosing an adviser, you need to find someone you’re comfortable having a long-term working relationship with.
The Value of Advice - Cost Control
One of the most important factors in whether or not you achieve your investment goals is the amount you pay. That’s why another key role of an adviser is to keep a very tight control of your costs.
The Value of Advice- Asset allocation
One important way in which a financial adviser adds value is in setting a suitable asset allocation.
The Value of Advice - Do I need an adviser?
We all know that money is important, and that over the years there’ll be big things we’ll need to pay for. We’re conscious, too, that people are living longer, and that we have to ensure we don’t run out of money in retirement.