Economies at a Glance

01 October 2021 | Investments | Economy | Momentum Investments

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

Sanisha Packirisamy, Economist at Momentum

Economies at a glance report in PDF for September: 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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