How advisers can prevent ‘fight or flight’ from destroying returns
Morningstar’s Investment Outlook for 2026 highlights trends in the US and domestic equity markets that it believes advisers and investors should watch.
#valuation
No easy answers when valuing living annuities at divorce
Courts and practitioners face contested valuation methods – from present-value drawdowns to post-death capital – with tax and drawdown assumptions driving outcomes.
What is my advisory firm or client book worth?
Selling a client book based solely on past revenue snapshots can leave both buyer and seller exposed. Advisers should factor in growth potential, profit margins, and transferability strategies to arrive at a fairer price.
IFA succession planning: avoid these common pitfalls
Advisers often underestimate how long it will take to implement the succession plan or the extent to which they will lose control over their business.
SA capital markets are cheap, but is it darkest before dawn?
Any stupid remark or action could lead to a further downgrade in South Africa’s credit rating and higher 10-year government bond yields.
