Home Featured Page 36

Featured

Featured posts

NY Stock-Exchange

How should investors respond to the stock market’s dwindling status?

Companies are abandoning the stock market in their droves, yet this is the main place where savers have put their money for long-term growth, says Schroders
Photo of wealth management professional

High-net-worth sector rife with opportunity

Wealth management is an ever-changing industry and the businesses and advisers that are adaptable enough to these changes are far better positioned to provide clients with the best advice to manage their wealth, writes Eugene Taljaard, Regional Manager at Momentum Wealth International.

How ESG missteps impact future performance

Research supports the view that companies that neglect stakeholders pose greater risks to investors. In this article, Katherine Davidson, Portfolio Manager and Global Sector Specialist at Schroders, expounds on the research and emphasises why 'corporate karma' is crucial for your investment returns.
pexels-ono-kosuki-5999836

New global report reveals evolution of the family office ecosystem

Key findings from Ocorian’s new report – an international study with more than 130 family office professionals responsible for around $62.425 billion assets under...
Two pot saving system

Leverage the looming two-pot system to boost your retirement savings

It’s evident that many South Africans are not saving adequately for retirement given that average replacement ratios are between 25-30% says Nkululeko Kunene, Institutional Client Specialist.
Interest rate rollercoaster

Helping South Africans ride out the interest rate rollercoaster

With the interest rate at its highest in 14 years, the financial strain on South Africans is immense. As people look to reduce expenses, advisers are likely to see an increase in requests to relook or cancel cover. Lee Hancox, Head of Channel and Segment Marketing at Sanlam, explains why it is important for intermediaries to help clients reprioritise their finances to better manage their current financial obligations and plan for the future.
pexels-pok-rie-1750123

More than just a bridge over troubled water

Jason Horn, Execution Trader and Macro Analyst at Steyn Capital Management, explains how hedge funds are more than just a useful alternative to traditional balanced fund allocations.
Cryptocurrency

FTX revisited: how could it happen, and the rules of investing

In many ways, the story of the failed crypto exchange platform FTX and its founder, Sam Bankman-Fried (SBF), provide us with the quintessential example of what has come to be known as the Icarus Syndrome says Matthew Molyneux, Investment Analyst at Fundhouse
Investing and saving

Why do people invest? Why do people save?

For clients to realise their dreams, the gap to earning capacity and the price of the item is often too wide to save the cash under the mattress and hope for the best says, Kapil Joshi, Head of Momentum Collective Investment
DFM

Should financial advisors use a DFM?

There is no one-size-fits-all definition that applies to all DFMs. It depends on the value proposition that a DFM has.
- Advertisement -

Most Popular

Building a financially sustainable practice

Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
Coreen van der Merwe, director at Sovereign Trust (SA) Limited

When is the right time to take your wealth offshore?

Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust.
Mapping your advice process

Mapping your advice process: the most important thing you can do in 2025

Wealth Associates recently undertook the task of mapping their advice process, and if there’s one thing they learned, it has unlocked significant opportunities to improve client experiences., writes Theoniel McDonald
- Advertisement -