Lizl Budhram, Head of Advice at Old Mutual Personal Finance Local financial advisers have another opportunity to demonstrate the value of their advice as they guide customers through the National …
Are your clients experiencing reality check moments midway through 2023?
Petrie Marx, Product Actuary at Sanlam Risk and Savings This year has brought ‘reality check’ moments to many, given the tenuous state of the economy, ongoing power outages, and rumours of more …
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PSG goes beyond in its 25th year
PSG hosted its Annual Conference at Sun City during May – a hybrid event with more than 500 advisers and delegates in attendance from across South Africa. This year’s theme was ’Go Beyond’, and the …
Investing in megatrends
Marietjie Geldenhuys, Client Portfolio Analyst, Stonehage Fleming Thematic investing, a dynamic approach to building alpha seeking portfolios, aims to capitalise on structural trends shaping our …
Greylisting not an indictment on SA’s financial sector
Alexforbes chair and Nedbank chairman-designate, Daniel Mminele weighs in on the credibility of South Africa’s banking industry Earlier this year, South Africa’s greylisting raised concerns …
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Broker growth – Which levers to pull?
The purpose of COVER’s Future Fit Broker Survey is to track the levers to growth, as seen by brokers themselves. Our first survey assisted us in determining certain levers and to measure the impact …
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