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Roland Gräbe, Head: Old Mutual Wealth Tailored Fund Portfolios The Covid-19 pandemic has hurt small or owner-led financial advisory practices that are finding it harder to survive. One of the …
Continue Reading about Advice for small financial advisors: scale to rebound in 2021 →
Nozizwe Vundla, Head: Sanlam Foundation South African corporates collectively spent R10.7 billion on CSI in 2020. Imagine if all that money achieved its intended outcomes. It could change millions …
Continue Reading about Digitising csi to maximise social return on investment →
Glen Copans, Chief Investment Officer: Investec Specialist Investments Loose monetary policy and fiscal stimulus remain a key component of developed market policies as the world navigates the …
Continue Reading about Income funds still have a place in a volatile environment →
Ammon Dixon and Jean-Marc Fix: GenRe North America One of the hardest challenges Life insurers encounter when adopting accelerated underwriting (AU) is figuring out how to compensate for the loss …
Continue Reading about Replacing Lost Data for Accelerated Underwriting →
The time for Advice is Now.Tony van niekerk We dedicated this issue to advice, because advice is the backbone of the insurance industry, both long term and short term. The past 12 months have again …
Continue Reading about In my view – February 2021 Editor’s note →
Successful companies are those that move and change with the times, but still provide the excellence and continuity of service for which they are known and respected. Companies like …
Continue Reading about The Fulcrum Group: refined look, same values, still the market leader →
