Abraham Okusanya, FinalytiQ

RIP Robo Advisers, Long Live Robo for Advisers

I’m in Carlifornia this week, attending the T3 Advisor Conference. The event features an impressive array of technology solution available to advisers. From portfolio management, account aggregation, financial more...

Investment news for Financial Advisers and Paraplanners - FinalytiQ: Historical evidence of sequence risk in retirement portfolios

I know, I know. I’ve been banging on the subject for some time now… ehr… since George Osborne muttered these seemingly harmless words ‘No caps. No drawdown limits. Let me be clear. No one will have to buy an annuity.” more...

Investment news for Financial Advisers and Paraplanners - FinalytiQ: Nobody knows nothing

When the now famous RBS analyst cried ‘sell everything’ in January 2016, it was apparent the intent was to grab attention. And grab attention it did. It was echoed by the financial press. Never mind that it was downright reckless for any investor to do so. As it turns out, 2016 was a good year for mainstream asset classes. It was difficult not to have made money, even if you tried. Even gilts posted double digit returns again. Gilts!!! more...

Platform update for Financial Advisers and Paraplanners - FinalytiQ: It’s here! Advised Platform Report 2016!

Its the most comprehensive analysis of advised platforms you’ve ever read. It’s pack extensive data and critical analysis on the financial performance of 26 advised platforms who together account for more than 95% assets of the advised platform sector. more...

Investment news for Financial Advisers and Paraplanners - FinalytiQ: Standard Life MyFolio Vs Brainless Portfolio

The overwhelming conclusion of The Great Guide to Risk-Rated Multi-Asset Funds is that multi-asset managers have no asset allocation, manager selection or risk management expertise worth paying for. Judged against simple low-cost equity-bond portfolios constructed by a novice investor (dubbed ‘Brainless Portfolios’), most multi-asset funds systematically damaged returns on a risk adjusted basis and reduce the chances of an investor meeting their return objectives. more...

Investment News for Financial Advisers and Paraplanners - FinaltyiQ: My Frustration About Benchmarking Risk-Rated Multi Asset Funds

Well over £80 billion of people’s assets are invested in risk-rated multi asset funds! Sadly, the current fund analysis tools are grossly inefficient for assessing an entire multi-asset fund range/family, as opposed to focusing on individual funds in isolation. Well, that’s until now. more...

Investment guide for Financial Advisers and Paraplanners - FinalytiQ: Guide to Platform Profitability

The guide is a detailed analysis of the profitability of advised platforms over the last 4 years. It covers 23 major adviser platforms, who together account for more 90% of the total AUA in the adviser market. more...

Retirement News for Financial Advisers and Paraplanners - FinalytiQ: Longevity and Survival Probability In Retirement Income Modelling

The fear of dying is right up there on the list of top fears people have. But apparently, the fear of public speaking is even higher on that list. May be I’ve got this all wrong but if that’s true, then it seems to me that when the average person goes to a funeral, they’ll rather be in the casket than do the eulogy? more...

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