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Modern portfolio construction tools fit for adviser, client needs

28 November 2024

Financial advisers and planners rely heavily on modern portfolio construction tools to navigate market volatility and provide their clients with best-of-breed portfolio management solutions. Among their concerns is whether these toolsets are evolving fast enough to keep up with financial market developments.

5 habits to fuel you on your road to financial success

27 November 2024

Momentum recently conducted research with a group of their clients to explore financial wellness in households.

Five factors to leave behind the right kind of legacy

20 November 2024

In today's fast-paced world, where businesses often chase short-term gains, the concept of leaving a lasting legacy can seem elusive, more so in a distribution-led organisation.

How to create lasting wealth that spans generations

19 November 2024

Creating lasting wealth to pass down for generations to come can seem an overwhelming task. But taking a step-by-step approach to understand and planning for the various considerations holistically helps to make it achievable.

quick poll

Question

As an adviser reading this article, which discipline do you find most important for retirement planning?

Answer

Improving preservation decisions Managing debt before retirement Ongoing member-fund engagement Setting a target pension

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