Do DFMs just add to costs?
Nadir Thokan, Senior Discretionary Fund Specialist at Alexforbes, on the downward trend of DFM fees.
Investment Solutions by Alexforbes
Based in Sandton, Johannesburg, Investment Solutions by Alexforbes is a newly established division of Alexforbes, South Africa’s leading investments multi-manager, entering the Discretionary Fund Management (DFM) market.
Alexforbes strengthens investment capabilities
Alexforbes announces significant enhancements to its investment team, aimed at delivering superior outcomes for clients across various regions.
Key insights on two-pot retirement system
Alexforbes released key insights and trends from the implementation of the two-pot retirement system, a significant change to South Africa’s retirement fund sector introduced on 1 September 2024.
Alexforbes named best investment survey provider in Africa
Alexforbes is proud to announce that its investment survey team has been named the Best Investment Survey Provider in Africa for the sixth consecutive year.
The two-pot retirement system: looking beyond 1 September 2024
The two-pot system represents a pivotal change in how South Africans save for retirement. By encouraging preservation and providing early access to a portion of savings, the reform balances immediate financial needs with long-term retirement security.
The true value of advice
Investors who collaborate with qualified financial advisers significantly improve their chances of reaching their financial goals writes Edward Semenya, Senior Investment Specialist at Alexforbes.
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Advising vulnerable clients
Globally, regulators are increasingly turning their attention to the protection of vulnerable customers writes Wessel Oosthuizen, Head of Financial Planning, Fiscal Private Clients.
Equilibrium Investment Management
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