Explore the Category

Are you doing right by your investment clients?

16 March 2023 | General

There are few tougher jobs than managing other people’s money; yet each day, thousands of certified financial planners (CFPs) and financial advisers are called upon to do just that. How you ‘go to bat’ for your clients could make the difference between ending a season in the top decile of the return performance tables for specific risk categories or languishing near the relegation zone. It turns out that doing right by your clients could be far simpler than first assumed. All that is required, according to the team at Satrix Investments, is the right balance of diversification and time-in-the markets. Oh, and a healthy dose of passive investment.

How safe are your investments?

15 March 2023 | General

Investments that have been used for savings purposes have gone through a lot of volatility over the recent past. There are many reasons for this instability - the war in Ukraine, escalating inflation and the cost-of-living crisis that is engulfing the world, to name a few.

Looking offshore? Don’t limit yourself within these borders!

15 March 2023 | General

SA investors are looking offshore for various reasons, whether it be to emigrate, diversify their investments in hard currency, consolidation or for legacy planning.

Investors now have easy access to the Prescient balanced fund on the Allan Gray open platform

14 March 2023 | General

Prescient is thrilled that the Prescient Balanced Fund has been invited onto the Allan Gray open platform in recognition of the effectiveness of the data-driven and factual approach that underpins our systematic investment approach.

quick poll

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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