COVER WebMag
A unique reading experience
A recent Putnam Investments social media survey found that 21% of financial advisers using social media for business use TikTok, and they gained an average of $6.9 million in client assets. These …
Continue Reading about The ABCs of building effective online client relationships →
By: Bastian Teighgreerber, Chief Investment Officer at Prescient Investment Management Higher for longer is a narrative that took hold in August, with investors and economists warning that …
Jocelyn Manda, PPS Fiduciary Specialist Many South Africans are under the misconception that death happens to other people and that it will be a long time before it happens to …
Ferdi van Heerden took over the reins at Momentum Investments on 1 September 2023. He has a wealth of experience in all areas of investments, locally and globally, and has spent the bulk of his …
Continue Reading about Momentum Investments’ new CEO: Ferdi van Heerden →
Limited access to only a portion of pension savings will allow more members to enjoy a comfortable retirement, notes Old Mutual Retirement Reform Executive Michelle Acton South Africa's …
Continue Reading about How the Two-Pot System can help 70% of SA workers save for retirement →
Farzana Botha, Segment Solutions Manager at Sanlam Financial advisors have a coaching role in helping clients achieve their financial goals, especially in challenging economic times, striking a …
Continue Reading about The Vital Role of Financial Advisors as Coaches →
