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New terrain for Financial Advisers: Balancing South Africa’s Two-Pot Retirement System and responsible debt management

02 April 2024 | General

South Africa's move to implement the Two-Pot Retirement System in September 2024 places financial advisers at the forefront of significant regulatory changes.

Navigating your advice practice through a mega-threat decade

26 March 2024 | General

Why outsourcing investment management adoption is growing

20 March 2024 | General

Six ways intermediaries can thrive in 2024’s financial landscape

06 March 2024 | General

Intermediaries today face the challenge to thrive amid a complex economic landscape and the reality of constant change, but therein lies the opportunity, says Heinrich Punt, General Manager of Intermediaries at Sanlam.

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Question

If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

Answer

Buy undervalued assets Follow company earnings Lean into AI winners Look beyond the US Use data, value and trends

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Brokers to lead a shift in focus from risk transfer to risk mitigation

26 February 2024 | General

Staying ahead of the curve: financial planning amidst possible VAT hikes

20 February 2024 | General

Opportunities amidst uncertainty

13 February 2024 | General

How to succeed at succession

12 February 2024 | General

Changing advice models

23 January 2024 | General

Finding the ‘right’ fit

11 December 2023 | General

Advisers, this is the change you must rise to

07 December 2023 | General

Reflecting on 2023 – The ultimate success blueprint for financial advisers

04 December 2023 | General

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Intermediaries / Brokers