The arithmetic is not in active funds’ favour
Active versus passive is a dead concept according to Kingsley Williams , Satrix. A blend of man and machine, or active and indexation, should be the best strategy going forward.
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How important is investment performance for a DFM?
As Discretionary Fund Managers differentiate their offerings, how should the advisor measure a DFM’s success?
Protected: Last mile planning advice
Financial advisors can overcome the challenge of last-mile service delivery by adopting wealth technology solutions that streamline operations, enhance client touchpoints, and foster regular, contextual engagement, ultimately driving business growth and client satisfaction.
The succession plan dilemma for financial advisors
With an aging advisor base and rising regulatory barriers, succession planning has never been more critical. Is your plan truly actionable? Will you get fair value? And will your clients be well cared for? This article explores key challenges and solutions for a seamless transition.
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