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Advisors can protect client wealth even in a market slide

15 March 2016

There’s good news for advisors trying to help clients fearful for their retirement nest-eggs and those tempted to jeopardise their financial future by fleeing the market and abandoning perfectly workable investment strategies.

Staying the course

15 March 2016

Staying the course, sticking to your guns, keeping a level head and removing emotion from investing are philosophies which underpin the long-term success of any well-structured and well-balanced portfolio. This principle of patience is vitally important for the individual investor, particularly during challenging times.

Are hidden fees eating into your investment returns?- Unit Trust expert

15 March 2016

One of the biggest mistakes made by investors when assessing and selecting a unit trust is focusing too heavily on performance of the funds. According to the Morningstar Global Fund Investor Experience 2015 study, the most consistent predictor of an investments performance over time is its annual expenses. The reports states that “Clearly, the best practice from an investor’s viewpoint is to have access to – and purchase – funds that have lower annual costs.”

The South African multi-asset flexible fund category

14 March 2016

We currently live in the information age, where the “internet of things” or “internet 2.0” are common terms we hear on a daily basis. We have to deal with a highly connected, globalised world. This has led to a proliferation in the amount of data available, leading to new professions such as data science in order to interpret this massive amount of data. The speed with which new data gets disseminated or acted upon has also increased dramatically. Add to this, trading bots or “high frequency trading” and the financial markets are increasingly becoming a very dangerous playing field for those without a set plan, those that are not adequately diversified or those behind the information curve and not able to interpret massive amounts of data diligently enough.

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Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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