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International investing – the importance of the Equity Risk Premium

Reza Khan, CEO, Lodestar Fund Managers, expounds on the importance of Equity Risk Premium as a measure to provide insights into the long-term equity market performance in relation to an alternative investment.

Why goals are better than resolutions

Florbela Yates, Head of Momentum Investment Consulting, advises to forget about resolutions, but to set an investment goal and time horizon and then make sure your client stays invested. That is the only way to protect your clients from themselves.

Every Client is an Exception to the Rule

An assessment may provide some insight into a client, but if every individual is an exception to the rule, then an assessment’s best role is as a catalyst for a conversation.

Momentum Wealth in partnership with FNZ: Reshaping the South African investment...

Globally, digital disruption has had a profound impact across all industries with no signs of slowing down. Investment platforms, a key role-player in the wealth management value chain, have not escaped this disruption.

Offshore ETFs: their place in your clients’ retirement portfolios

For clients seeking greater choice and more security, exchange traded funds (ETFs) and linked investment service provider (LISP) platforms should be strong contenders for consideration, offering an efficient, cost-effective entry into a global investment universe.

Money laundering risks

To mitigate threats of criminal exploitation, financial services providers must be cognisant of the money laundering and terrorist financing risks their clients pose.

FPI certification planning for 2022

FPI is planning three professional competency examination sittings in 2022 across all designations.

Merging with Momentum

During the past 11 years, as CEO of Momentum Global Investment Management in the UK, Ferdi van Heerden has been involved in many mergers and acquisitions. Blue Chip speaks to him about the company’s latest acquisition of Seneca Investment Managers Ltd.

Difficult conversations. Perhaps the greatest value you can offer your clients?

Shifting money behaviour does not have clear-cut rules and sometimes requires having a difficult conversation with your client. Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, clarifies why developing the skills for difficult conversations is so important.

An opportunity wrapped in gold

Glacier International offers access to international investment opportunities. Traditionally, this was via unit trusts and share portfolios, but investors can now access global market indices via low-cost exchange traded funds directly through the Glacier International platform. Blue Chip speaks to Andrew Brotchie, MD, Glacier International.