Seugnet Moggee, Fiduciary Partner at Citadel Locally, as trust compliance becomes more complex and trusts become more costly to administer, their value is increasingly being questioned. …
The free lunch from guarantees may come at a hefty cost
Anet Ahern, Chief Executive Officer at PSG Asset Management. The cyclicality of markets and investing is often recognised at the macro level: bull and bear markets, commodity super cycles, …
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The ABCs of building effective online client relationships
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 …
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Structural Forces should prove Disinflationary after transient inflation disappears
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 …
Leave Your Legacy – the right way!
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 …
Momentum Investments’ new CEO: Ferdi van Heerden
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 …
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