The fundamental need for health and behaviour modelling in retirement planning
Through this merging of technology and investment expertise, Cogence is not only the first truly global discretionary fund manager (DFM) in South Africa, but the first DFM globally to add a layer of personalised health and longevity insight to essentially map out every aspect of an individual’s financial plan, says Adrian Gore, CEO, Discovery
How the Momentum Income Plus Fund can provide a haven in...
The Momentum Income Plus Fund has a unique value proposition: a high level of income and access to a diversified range of companies, says Karabo Seima, Portfolio Manager at Momentum Investments.
Offshore allocations: why Global Emerging Markets beckon
James Corkin, portfolio Manager of Steyn Capital’s Global Emerging Markets strategy, highlights the exceptional opportunity in Global Emerging Markets, and outlines the decade-long process of bringing the strategy to launch.
The A.R.T of saving with Momentum Money
Gone are the days when businesses could create products and expect clients to mould their lifestyles to them, says Kapil Joshi, CEO of Momentum Money
Look both ways before you cross the BRICS Road
The ongoing shift in economic and political influence from the West, represented by the United States and the G7, to the East, represented by China and the BRICS bloc of nations, has been grabbing headlines over the past few years.
Add some “BMT” to your clients’ retirement portfolios
When your clients are on the big stage, in this case retirement, how does their living annuity perform when they need it most? Martiens Barnard, Marketing Actuary at Momentum Investments explains.
Global model portfolios for your advice practice
The new Equilibrium global model portfolios, sub-managed by our London based investment business, Momentum Global Investment Management (MGIM), gives South African investors access to a diversified range of global opportunities across a broad range of asset classes, countries, companies, currencies, and market sectors.
A mandate designed for conservative global investors
With the support from higher rates, a conservative multi-asset class fund is an even more compelling option, says Coronation
Has China finally slid into a debt/deflation spiral?
Although weaker Chinese domestic demand is causing concern, this may not be the start of a long-term economic depression, writes David Rees, Senior Emerging Markets Economist at Schroders.
Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions
Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
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Advising vulnerable clients: minors and young beneficiaries
This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.
JD Jacobs, RFP® | Financial Planner Profile
Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.
How and why a financial planner should incorporate structured products into an investment plan
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Palesa Dube, Centillion Wealth Advisory
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Kevin Swartz, Absa Group
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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