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The most significant change in financial advice right now has little to do with products, and everything to do with how advisers work with people, says Johan Minnie, CEO at Consult by Momentum
When a client dies, SARS doesn’t “close the file”. Any outstanding tax returns, assessments, or unpaid tax become a priority claim against the deceased estate, and unresolved tax affairs remain one of the biggest reasons estates get stuck in administration.
The financial advice landscape is transforming faster than ever before, driven by data, technology, and shifting client expectations. According to Lizelle van der Merwe, CEO of the Financial Intermediaries Association (FIA), the financial adviser’s role has already evolved far beyond simply recommending products.
Separating signal from noise in the AI-backed healthcare and wearable devices sector is complex, requiring specialist research and active management to navigate. Today’s newsletter has a somewhat different ‘look and feel’ as FAnews shares investment insights from a Q&A interview with Dr Jimmy Muchechetere, Global Healthcare and Industrials Equity Research Analyst at Investec Investment Management.
If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?