By: Farzana Botha, Segment Solutions Manager at Sanlam Savings Risk & Savings Endowments are frequently seen as inflexible. There is also some scrutiny around what returns look like based …
Shifting mindsets and redefining High Net Worth client
By Jean Minnaar, Managing Director of Private Client Securities by Old Mutual Wealth Those who still categorise high net worth (HNW) clients solely based on the value of their discretionary …
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Risk protection is as important as your client’s investment portfolio
By Clyde Parsons, chief innovations officer, BrightRock Financial planning for high net-worth individuals When it comes to financial planning for high net-worth individuals, the focus is …
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Take advantage of a cycle that is favourable to debt rather than equity
By Dino Zuccollo, head of product development and distribution at Westbrooke Alternative Asset Management Owing to its ability to generate stable, predictable and comparatively higher …
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New survey reveals almost 80% of Brits believe the retirement age should be LOWERED
By: Investing Reviews A new survey has revealed the UK’s sentiment regarding pensions and retirement. The survey, conducted by investment comparison site Investing Reviews, asked …
Meeting your clients’ needs today while safeguarding their future insurability
By: Clyde Parsons, BrightRock One of the challenges facing financial planners is how to secure their clients’ future insurability affordably and sustainably, in a way that addresses both their …