Alexforbes’ pivot to independent advisers starts paying off
Strong retail flows, rising adviser numbers, and expanding support capabilities suggest the group’s push to win over IFAs is beginning to deliver measurable results.
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Two-pot’s hidden effect: members are staying in retirement funds
While billions have been withdrawn through the two-pot system, Alexforbes says more members are remaining connected to retirement funds long after leaving their employers.
Alexforbes delivers record assets as underlying profit jumps 22%
Despite a decline in headline earnings, Alexforbes delivered strong underlying growth, with record assets, rising retail inflows, and expanding umbrella fund assets.
Momentum doubles down on IFAs – advice at the heart of its impact strategy
CEO Jeanette Marais says Momentum will ‘invest aggressively in advice’ in its effort to strengthen VNB and long-term competitiveness.
New survey to enhance transparency and benchmarking for investors
The new DFM Manager Watch survey by Alexforbes aims to provide independent financial advisers and investors with up-to-date performance data.
Future-proofing financial advice: key strategies for a changing landscape
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
Alexforbes reinvents adviser partnerships: a strategic shift to empower best advice
Alexforbes is enhancing its relationships with independent advisers through targeted partnerships and a focus on building trust and value.
Alexforbes launches discretionary fund management unit
Investment Solutions by Alexforbes provides IFAs with access to previously inaccessible asset classes.
