Common pitfalls when dealing with succession planning for financial advisers
A thoughtful succession plan safeguards your legacy, secures your clients’ wellbeing, and ensures a smooth transition when the time comes. What are the common pitfalls advisers face when…
Consolidation set to continue in asset management universe
While the initial surge in Mergers and Acquisitions activity peaked during the Covid pandemic, this trend hasn’t slowed but rather evolved, with ongoing consolidation expected as firms continue to…
US elections – Local manager research views
The US election outcome has an impact on US citizens, but also impacts global markets and economies as well as the local market and economy. With this in mind, we reached out to our local managers to…
Events that moved the market Q3 2024
Key highlights from some of events that shaped the market in Q3 2024 include the SARB cutting its repo rate by 25 bps to 8%; slowing US job growth in July; and the UK’s opposition Labour Party…