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The role of structured products in institutional investments is growing, but these investors need to consider all the usual risks and benefits including liquidity and compliance with regulations such as Regulation 28 of the Pension Funds Act....
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In evaluating structured products, all the risk factors need to be balanced against the benefits to ensure that the risks don’t undermine the benefits....
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....
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The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession....
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Building a sustainable advisory practice demands consistency, resilience and genuine care for people, says Martin Loots, Medical Aid Advisor at Medihelp....
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Methula Sikakana, Business Development Manager, Equilibrium Investment Management, shares his insights into how to build a successful advisory practice by aligning your products with the needs of your clients....
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