How to determine the ultimate asset allocation for your clients
When it comes to designing the ideal portfolio for any investor, one size does not fit all. An ad-hoc approach to allocating across different asset classes risks reducing the ability of the investor to fund their retirement and lifestyle needs. A well-managed...
How collaborating with a trusted investment partner can fix advisors’ top 10 problems
The wealth advisor’s role is becoming tougher than ever due to increasing regulation, changing consumer expectations, volatile investment markets and the emerging robo-advice threat. Here we discuss the ten biggest problems faced by advisors today and explain how...
How to select outstanding businesses for equity portfolios
AssureInvest’s direct equities portfolio management goal is to achieve attractive long-term returns at lower-than-average risk. We do this by investing in a concentrated and appropriately-diversified portfolio of attractively-valued outstanding businesses. Here we...
How managed accounts help advisors boost scale and deliver better client outcomes
Making advice scalable has been a major problem for many practices. With a fixed number of hours in each week, there is a limit to the number of client meetings and advice documents that can be completed. This also says nothing of the highly labour-intensive...
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