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Every August, the country turns its attention to women. Panels are convened. Tributes are published. Stages fill with stories of progress. And then September arrives, and the structural conditions that govern the financial lives of most South African women remain precisely as they were. I am no longer satisfied with that cycle. This Women’s Month, […]
FPI members can earn 2 verifiable CPD points for reading the latest issue of MoneyMarketing.
In the July issue of MoneyMarketing, we explore the ESG landscape and why a clear, sustainable investment philosophy matters more than ever. We examine the growing influence of family offices, the importance of legacy planning and wealth transfer, and how advisers can help clients turn good savings intentions into lasting habits during Savings Month. We also unpack the value of a disciplined, long-term approach to offshore investing and explain how hybrid annuities are reshaping retirement income planning.
In these times of uncertainty, advisers need to ensure clients remain focused on their long-term goals.
Family offices have grown into a significant force in wealth management — and for many advisers, they represent both competition and opportunity.
Increased education can help clients protect themselves against the potentially devastating financial impact of serious illness, injury or loss of income.
For SA investors, offshore investing requires a disciplined, long-term strategy that consistently outperforms reactive, opportunistic investing.
