Economies at a glance | December 2021

06 January 2022 | Investments | Economy | Momentum Investments

Sanisha Packirisamy, Economist at Momentum

Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments

Economies at a glance report in PDF for December: click here

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Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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