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Clients spend years putting the right financial protections in place. They insure cars, protect homes, take out life cover, save for children and invest for the future. But there’s one important question often avoided: If something happened to you tomorrow, would your family know what to do with everything you’ve built? A will is one […]
FPI members can earn 2 verifiable CPD points for reading the latest issue of MoneyMarketing.
The September issue of MoneyMarketing brings you practical advice and ideas from PROpulsion Connect, looks at the importance of wills and legacy planning, examines how to make the most of AMETFs, and gives some lessons from the recent Masthead masterclass on staying ahead of compliance requirements.
Investment platforms have become the backbone of the adviser value chain, but choosing the right one is increasingly complex. As consolidation reshapes the landscape and fees come under pressure, we examine what advisers should look for and which platforms are raising the bar.
Estate planning has moved far beyond drafting a will and setting up a trust. With shifting tax regimes, growing wealth complexity and a new generation of clients expecting more, advisers who can navigate the nuances of estate duty, trust structures and beneficiary planning are more valuable than ever
ACTIVELY MANAGED EXCHANGE TRADED FUNDS
The rise of actively managed ETFs is blurring the line between passive and active investing. We explore how AMETFs are gaining traction in South Africa, what they offer over traditional index-tracking products, and whether they represent a genuine shift in how advisers build portfolios.
From structured products that offer downside protection to a listed property sector finding its feet again, the investing landscape is giving advisers more tools to work with. We unpack the opportunities and risks.
