2024 US election outcome: Implications for investors
Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on what his return to office will mean for the US economy and world trade, global equities, fixed income and the energy transition.
The power of client segmentation: a key to growing your financial planning...
By effectively segmenting our client base, we can offer personalised services, improve communication and build stronger relationships. In turn, this leads to better outcomes...
Touching the hearts and minds through design-thinking communication
The Oxford Dictionary defines communication as “the imparting or exchanging of information by speaking, writing or using some other medium”. It seems simple but...
The practice management and COFI puzzle
There are many moving parts in every advisory practice, and in most cases, similar to a puzzle, the underlying parts of the business and...
Six reasons for a strategic active approach to investing in China
Andrew Rymer, Senior Strategist, Schroders, shares six reasons for a strategic approach to investing in China.
Why a Family Office approach is a groundbreaking solution to managing...
When it comes to investing, understanding what women want is simple - sound financial advice that secures their financial wellbeing today and into the future, writes Nicola Langridge, CFP®,
Private Client Holdings.
Mirror Success for Advisors
Kobus Kleyn, CFP®, a distinguished leader in the financial services profession, has launched his latest book, Mirror Success for Advisors, an invaluable resource for financial advisors, offering knowledge and practical advice from Kleyn’s extensive professional experience.
Game of Loans: choosing an income manager
There are several reasons to invest in an income fund – to generate income, to be a ballast in a multi-asset fund or as...
Crypto assets: an evolving landscape
This is the second part in a series of articles to provide readers with a more holistic understanding of crypto assets and the current...
The treatment of pension interests in divorce
Hannah Wilson, Director at Simplifi Law, sheds light on the treatment of pension interests in divorce.
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What the Global AI in Financial Planning report really tells us
The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
Your goals matter – find out how they help shape your investments
What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
It’s time for COFI
The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.
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