Four key disconnects between advisers and female clients
A recent study by Schroders and Ad Lucem highlights significant challenges and opportunities for advisers to address the evolving needs of female clients.
Schroders
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Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
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Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
AI’s energy appetite to spark global capacity expansion
The increased use of AI will demand a major build-out of data centres and greatly increase electricity consumption.
South Africa ranks in the middle of global sustainability stock market league
SA’s market ranks highly in terms of social characteristics but poorly on environmental, driven by the high proportion of materials and mining stocks.
Why the relationship between women and money may not be what you think
A recent report by multinational investment management firm Schroders has emphasised the need for the financial services industry to get to grips with the gender dimension of investing and wealth transfer. The study […]
What a new world order might mean for the global economy
The war in Ukraine is having a significant effect on inflation and activity in the world economy as commodity prices have soared and supply chains have been disrupted. Inflation in the G7 was […]
‘Geopolitical tensions shouldn’t mean diluting your offshore exposure’
Diversification, including offshore diversification, and other basic long-term investing pillars should not be disregarded because of volatility caused by geopolitical events, says Kondi Nkosi, the country head of asset manager Schroders in South […]
Is the ‘Santa rally’ real?
Investors found their festive spirits in 2020 despite a raging pandemic. Even with most of the global economy shut because of Covid-19, US stocks recorded their best December monthly return in more than […]
Is the ‘Santa rally’ real?
Investors found their festive spirits in 2020 despite a raging pandemic. Even with most of the global economy shut because of Covid-19, US stocks recorded their best December monthly return in more than […]
What Omicron means for South African and international markets
David Rees, senior emerging markets economist: Uncertainty about the virulence of Omicron, its ability to resist vaccination and spread rapidly, among other things, has rocked global financial markets. Those questions will take time […]
What Omicron means for South African and international markets
David Rees, senior emerging markets economist: Uncertainty about the virulence of Omicron, its ability to resist vaccination and spread rapidly, among other things, has rocked global financial markets. Those questions will take time […]
Pros and cons of stock market valuation measures
Investors can turn to many different measures to consider stock market valuations. Each tells a different story. They all have their benefits and shortcomings, so a rounded approach that takes into account their […]
Pros and cons of stock market valuation measures
Investors can turn to many different measures to consider stock market valuations. Each tells a different story. They all have their benefits and shortcomings, so a rounded approach that takes into account their […]
Which stock markets look cheap for SA investors?
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
Which stock markets look cheap for SA investors?
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
