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Good for climate, good for you

30 March 2023

A couple of years ago, your clients were petrified that government would force their retirement funds to direct a big slice of their accumulated savings towards public sector infrastructure projects, using some-or-other form of prescribed assets regulation. This fear has since dissipated thanks to National Treasury’s more flexible approach to retirement funding asset allocation, as set out in regulation 28, which allows retirement fund trustees to steer up to 45% of assets under management towards infrastructure projects.

The evolving shift to sustainable

28 March 2023

Quick read:

A crisis of confidence in the banking sector

28 March 2023

Following a period of strong performance since October 2022, markets are back in volatile territory and have started retreating from January highs since the beginning of February.

Rocks and hard places

27 March 2023

The Federal Reserve, America’s central bank, was born out of a crisis. The banking panic of 1907 was the biggest US financial crisis up to that point, and only ended when John Pierpoint Morgan, founder of the eponymous bank, pulled together rival bankers to stabilise things.

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How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

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Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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