In the February issue of MoneyMarketing, we look at trends in employee benefits; give advice on building a successful financial advisory firm; investigate the world of boutique asset managers and outline what it takes to become a financial adviser.
Portfolio rebalancing balances risk, costs, and returns while aligning with market conditions and investment goals.
Florbela Yates, Managing Director at Equilibrium, says that over the years, the investment world has changed drastically. The business of providing financial advice, specifically investment advice, has increasingly shifted from researching and picking funds, to looking after clients and helping them achieve their personal investment goals. Some of the drivers of this change have been a complex investment landscape, an increase in regulatory pressure, and more than 1 500 unit trusts available.
If you have not yet heard about the bucketing strategy, it has little to do with Johannesburg’s recent water crisis and plenty to do with solving the longevity conundrum for living annuity clients, says Fay Khan: Senior Discretionary Fund Manager specialist at Alexforbes.