FINANCIAL SIMPLICITY THOUGHTS

How do you know whether Financial Simplicity is for you ?

By | August 23rd, 2019|Categories: Uncategorized|

We often get asked what the ideal client for Financial Simplicity looks like ? The answer is quite straightforward; our value proposition optimally services firms who: Service their clients with investment portfolios, often including listed securities, [...]

The Multiple Benefits of Automated Portfolio Management

By | August 16th, 2019|Categories: Uncategorized|

A lot of people ask us why Financial Simplicity’s entirely automated and personalised portfolio modelling process is something to sing about. Well the answer lies in the simultaneous benefits that this gives our clients in: [...]

Everything between the customer and their money in a fee for service basis means you are being expected to put pressure downstream and you are being evaluated yourself on value add.

By | June 20th, 2019|Categories: Uncategorized|

How does this impact wholesale service providers ? Increasingly it is becoming clear that the focus for every service provider between investors and their investments has to combine value for the customer combined with how [...]

Full circle, stockbroking being the future of the industry

By | June 10th, 2019|Categories: Uncategorized|

Are we heading full circle back to broader stockbroking based servicing of private clients?

What is the regulatory impact of increased consumer involvement ?

By | June 7th, 2019|Categories: Uncategorized|

We are living in a world where the level of acceptability of servicing of consumers is increasingly being defined by the consumers themselves, which is suggesting more consumer involvement in regulation. Are our systems, processes [...]

What does the future of wealth management have to do with pioneering of powered flight?

By | May 8th, 2019|Categories: Uncategorized|

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