“At face value, South Africa seems to be living well within its means from an absolute gross loan perspective, given that developed market economies run significantly higher debt ratios (Japan has …
How DFMs assist advisers in getting better outcomes for clients
By: Florbela Yates, head of Equilibrium It is becoming increasingly difficult and costly for financial advisers to keep abreast of all the changes to legislation that affect their practices. …
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Financial advisers can help keep the lid on customers’ retirement savings pots
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 …