March 28, 2024
Tracking the (marginal) error
Investors expect active fund managers to outperform benchmarks, while passive ETF managers strive to replicate them. Tracking error, the divergence from benchmarks, poses challenges for both, revealing crucial insights into portfolio strategies and performance attribution.
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March 25, 2024
The importance of redefining private banking
The article discusses the evolution of private banking, emphasizing the need for a shift from transactional services to holistic advisory solutions, focusing on clients' emotional and financial goals for lasting wealth management.
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March 25, 2024
Why outsourcing investment management adoption is growing
Outsourcing investment management has become very popular among financial advisers. Faced with the complexity of financial markets and clients’ needs, it makes sense to standardise investment solutions.
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March 25, 2024
Consult’s Sonja Steyn steps up into new leadership role at Momentum Advice
Sonja Steyn, former Head of Wealth Management Strategy at Consult by Momentum, has been appointed the new Head of Strategic Wealth Management and Advice for Momentum Advice.
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March 12, 2024
Planning for the year ahead to unlock financial freedom
According to Siyakhe Masiye, Spokesperson at MiWay Insurance, although everyone has a different style of managing money there are a few principles that have stood the test of time when it comes to laying a foundation for financial security.
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March 7, 2024
FNB launches Estate Protector benefit to help settle customers’ deceased estate admin costs
FNB introduces the Estate Protector benefit to assist customers in covering expenses related to estate administration. CEO Aneesa Razack highlights the importance of estate planning and liquidity assessment for financial security.
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