Financial Planning

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Spend your bonus wisely: make it work for you

02 December 2024 | All

As we approach the festive season, many professionals are eagerly anticipating their annual bonuses – a well-deserved reward for a year of hard work.

Modern portfolio construction tools fit for adviser, client needs

28 November 2024 | All

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 | All

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 | All

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.

quick poll

Question

COFI is coming, bringing a wave of change for financial planners. Which one of the following disruptors will have the biggest impact on your business?

Answer

Adviser categorisation Omni CBR Remuneration models We are ready for all of it

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