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In the wealth management industry, the term personalised investing has become a fashionable buzzword. Too often, it is reduced to a simple product conversation: selecting a fund from a pre-packaged menu or receiving a tailored product recommendation. In reality, true personalisation goes far beyond product selection. It’s not a transactional choice, but an ongoing process. […]
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August marks Women’s Month in South Africa, and we celebrate the women shaping the financial advice profession, from leading advisers to the executives driving change behind the scenes. We also turn the spotlight on employee benefits, unpacking what advisers need to know about the latest trends and regulatory shifts. In collective investments, we explore the funds and strategies catching advisers’ attention this quarter. And for clients seeking ethical, faith-based solutions, we take a close look at the growing Shari’ah investing landscape and what it means for portfolio construction.
Employee benefits have moved far beyond medical aid and retirement funds. As expectations shift and costs climb, advisers who can design benefits strategies that genuinely attract and retain talent are in high demand.
Women are reshaping the financial services industry as advisers, leaders and clients. For Women’s Month, we celebrate the women driving change and examine what the profession must do to attract and retain female talent..
Increased education can help clients protect themselves against the potentially devastating financial impact of serious illness, injury or loss of income.
While they remain the backbone of most client portfolios, the landscape around collective investments is shifting rapidly. We unpack the trends reshaping this industry and what they mean for advisers’ recommendations.
As a fast-growing investment segment, Shari’ah-compliant investing is an area advisers can’t afford to overlook. We explore how Islamic finance principles are being applied in South Africa and why demand is rising.
