Intermediaries / Brokers / General

Times they are changing… but we don’t want to

It’s all about the money

When brokers meet clients for the first time, the issue of price often takes centre stage within the conversation.

Why value investing works – in a single chart

Investors unfamiliar with our philosophy may, reasonably enough, be wondering why they should adopt a value approach to investing and, greeted by an initial response of, say, ‘Because over the longer term it works’, might then equally reasonably enquire: ‘So why does it work?’ At which point, we would direct their attention to the following chart, which is, in essence, the North Star of value investing.

CPD - An opportunity for financial advisers to be on top of their game

Ever since Continuous Professional Development (CPD) became part of the Financial Sector Conduct Authority’s (FSCA) Fit and Proper Requirements (as required in Board Notice 194 of 2017, with effect from 1 April 2018), CPD compliance has become an inescapable reality for all financial services providers (FSP), key individuals and representatives such as brokers and financial intermediaries. However, following the FSCA’s decision to extend the deadline for meeting CPD requirements from 31 May to 31 July, there were many who questioned whether the entire CPD process was a toothless system.