PSG earnings rise as Wealth outperforms other divisions
Recurring headline earnings increased 5%, but lower performance fees and storm-related claims weighed on Asset Management and Insure, while return on equity declined.
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Two-pot system ‘softens the damage’ of annual withdrawals
Even after fully depleting the savings component each year, a hypothetical member fares better in Alexforbes’ model than under its previous-system scenario.
Retirement fund fees: Is cheaper really better?
The developing FSCA value-for-money approach puts costs alongside investment performance, service quality, governance, and member outcomes.
What if? The R69.7bn question behind the PIC’s Isibaya portfolio
A BER analysis finds that the same cash flows could theoretically have produced R69.7bn more in the bond market, while highlighting the limits of comparing returns with developmental objectives.
How your investments fared in a volatile first quarter
A sharp market sell-off triggered by the Middle East conflict dented first-quarter returns, but local shares, bonds and property still posted strong 12-month gains.
Umbrella funds boom – advisers should assess fit, not just fees
For smaller employers facing rising compliance and governance costs, umbrella funds usually deliver better cost-efficiency and reduced fiduciary risk.
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.
