Financial advisers should understand the broader implications on tax planning, retirement savings, and investment strategies to guide their clients effectively.
Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.
A recent study by Schroders and Ad Lucem highlights significant challenges and opportunities for advisers to address the evolving needs of female clients.
Clients whose financial habits have been moulded by sound advice over many years are unlikely to act irresponsibly now, says Fairbairn’s Guy Holwill.
Advisers should be able to show that all the other available options have been considered, says Old Mutual’s Lizl Budhram.
You can grow a profitable small advisory business by proactively limiting client numbers and improving client quality, research from the US suggests.
Insights from Ninety One on the sector’s investment flows, fee trends, and revenue growth.
