On Practice

Implementing a new business model

In Part Two of this two-part series, Andrew Fairweather explains how financial planners can benefit from adopting an institutional mindset to portfolio construction. Implementing an institutional mindset to managing wealth should result in enormous cost and compliance savings in an adviser’s business, in addition to increased client satisfaction, because the approach is defendable and robust […]
On Practice

A better method of construction

In Part One of a two-part series, Andrew Fairweather asks whether there’s a smart way for financial planners to construct portfolios for clients. The past 12 months have proven to be quite stressful for all participants in the financial services industry, with most pain being felt by those who receive advice: the clients. The current […]