Certainty in volatile markets
In turbulent markets, structured solutions blend capital protection, defined outcomes and broader index exposure.
How important is investment performance when assessing a DFM?
A DFMâs performance is critical, but what exactly do we mean by a DFMâs âperformanceâ?
Understanding the different faces of investment risk
Risk and reward go hand in hand. But as behavioural expert Carl Richards once put it, âRisk is whatâs left over after you think youâve thought of everything,â writes RoneĚ Swanepoel, CFAÂŽ, Head of Distribution, Morningstar Investment Management South Africa.
Understanding structured investment products
Zaheer Bhikha, Executive Head of Product Development at Glacier by Sanlam, explains why structured products are a valuable addition to portfolios.
Shaping spaces that help great financial planners do their best work
Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and wellâdesigned systems come together with purpose. Itâs a quiet evolution, grounded in professionalism, that signals a forwardâlooking approach to the craft of financial planning.
Advancing professionalism in the industry
Consolidated Wealth Group provides exceptional financial planning advice, a standard that has been built through years of dedicated excellence. The group was the first wealth management firm to earn FPI Approved Professional Practice status. Blue Chip speaks to CEO, Craig Kiggen.
What are all the costs that go into using a DFM?
As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important.
Satrix celebrates 25 years of industry leadership
The Satrix story began in January 2000 with a first institutional mandate of R800-million, at a time when passive investing was still largely uncharted territory.
Investment platforms: powering advice, enabling better client outcomes
Hymne Landman, CEO at Momentum Wealth, discusses the importance of the human element in providing clients with the best financial advice and planning.
Anatomy of an âalmostâ bubble
What impact could big tech and AI have on the investment landscape and what is the potential for a market bubble to have a major effect on affect investment portfolios?
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Alternative sources of return
Alternative investments financial advisors should add to clientsâ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.
Creditworthiness key to client relations
Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
Client agency
Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.
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