Practice Management

  • 1 Sep 2013

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    Fee-Based Financial Planning
    anemptytextlline
    Independent financial adviser talks about paying fees instead of commissions for financial advice.
  • 24 Oct 2014

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    Can Your Investment Ride Out The Storm?
    anemptytextlline
    One of the most common mistakes that investors make is to choose a fund manager purely on the grounds of good returns. Even a long track record by an award-winning fund can hide a multitude of sins. While you need to take risk to produce inflation-beating returns, you want to be sure that your fund manager takes no undue risk, invests in a sound mix of high-quality (sometimes lower-yielding) counters and lower-quality (but higher-yielding) counters, and that you are sufficiently compensated for the risk in your portfolio.
  • 28 Sep 2015

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    Equities – Not For Everybody
    anemptytextlline
    We are well aware that an adviser’s job is never done. No matter how thoroughly you explained to your clients what to expect from the equity market, when markets suddenly fall and alarmed investors start to call, the toughest part of your client journey starts: assuring investors that choppy waters too can lead to the right destination.
  • 1 Oct 2015

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    Keeping Future Fit
    anemptytextlline
    Fintech, partnership and investor education emerge as key enablers. It’s no secret that Sanlam Investments (SI) is on a client-centricity drive and that we switched from a product to a solution mindset quite a few years ago. To create world-class solutions we pay attention to what clients need most and keep track of what is being offered globally.
  • 24 Oct 2015

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    Putting The Fun Into Virtual Financial Planning
    anemptytextlline
    Kate Holmes, founder of Belmore Financial LLC, gave delegates attending the FPI Retirement and Investment Convention in Cape Town in September a glimpse into the life of a virtual financial planner.
  • 1 Feb 2016

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    5 Top Trends Facing Investment Industry
    anemptytextlline
    The five key trends, challenges and opportunities currently shaping the investment industry.
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