Market Insight
Financial Planner Or Investor Manager?
In this article we explore key themes for financial advisers. To read the article, please register/login to our adviser portal here.
- Why asset allocation matters
- How investor behaviour impacts outcomes
- The role of nudges
- The tailor vs. weaver
- The role of the financial planner
Speak to the team: mps@fundhouse.co.uk.
Risk Warning
This article is provided for information purposes only. All material(s) have been obtained from sources believed to be reliable, but accuracy is not guaranteed. The views and opinions expressed are the views of Fundhouse and are subject to change based on market and other conditions. Fundhouse is the trading name of Fundhouse Bespoke Limited. Fundhouse provides investment management services to professional clients and does not provide financial advice. Importantly, this note does not represent investment advice, and any reader should always speak to their financial adviser before making any investment decisions. Please note that the value of any investment may go down as well as up, and you may lose capital when investing, and the value of your investments may not always increase. Please ensure that you are comfortable bearing financial losses and that you are comfortable taking a long-term investment view of five years or more.
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