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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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When recommending structured products, advisors need to ensure risk and return profiles are suitable for investors. Full disclosure also requires transparency about the costs of investing. But risk-return profiles in structured products sometimes depend on the interplay of guarantees, conditions and pay-offs. Embedded costs are difficult to evaluate but listed products should be disclosing these....
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Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance....
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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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