Lisette Lombard, Independent Financial Journalist Momentum reduced regulatory complaints by 22% in the last year by addressing negative client call centre experiences. Momentum Life, which …
Broker technology: Providing the competitive edge
By: Rudi Bedeker and Jason Judge, Joint MD’s, Concourse IT Rudi BedekerJason Judge COVER: I have noticed that in the past brokers have simply seen technology as replacing paper when actually it …
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What advisers want from investment platforms
Hymne Landman, Head Momentum Wealth, Momentum Investments The needs of financial advisers and the trends shaping advice models in South Africa and globally remain key drivers of business strategies …
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Why the Zulu King’s Last Will & Testament is so important for South Africans
Alex Simeonides, CEO, Capital Legacy The late King Goodwill Zwelithini, King of the Zulu nation, the largest monarchy in South Africa, passed away earlier this year after ruling for more than 53 …
Longevity favours the rich, but poor also benefit in new generation life annuities
Dean Moore, CEO, JUST Retirement Income Specialists Most conventional life annuities are priced against just two factors that influence longevity – age and sex. Yet there is a host of other factors …
The systematic decline of active funds
Rupert Hare, Co-Head of Multi-Asset, Prescient Investment Management Active funds have been subjected to continuous waves of attack from passive alternatives, and the gist of the argument is that …
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