Company Insights Archives | Page 17 of 25

Duncan Lamont, Head of Strategic Research, Schroders

Investing in new highs

While many investors may feel nervous about the potential for a fall, Schroders analysis of stock market returns since 1926 shows that investing at a new high can be profitable.

Financial advisor engaging with their clients.

Thriving in Finance: Mastering Client Engagement and Technology in Financial Advisory

Hermione Fry, Chief Operations Officer for Seed Analytics, provides financial advisors with practical tips on how to elevate their services.

A fiduciary meeting with a client to draft a will

Closing the circle: the importance of closing the wealth management loop

Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.

note pad with the words "retirement plan" written on it and other tools.

Getting SARS to sponsor your retirement

Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.

A financial planner meeting with clients

Will financial planners ever be professionals?

The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

The FPI Financial Planner of the year, Lara Warburton.

The ultimate accolade

The FPI Financial Planner of the Year competition is renowned for its rigorous evaluation process that showcases the exceptional skills and abilities of the finalists. Lara Warburton, CFP®, stood out among a group of finalists including Thomas Brukman, CFP®, and Noel de Kock, CFP®, to secure the coveted title.

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Worth its weight in gold

Blue Chip speaks to Michael Mgwaba, who heads up the ETP business at Absa.

Start investing through a tax-free investment, asap

Using tax-free investments, also known as tax-free savings accounts, and starting as soon as possible, can have meaningful benefits for wealth-building, writes Pierre Jean Marais, retail marketing at Momentum Wealth.