B2B Central

Old Mutual Wealth

18 Oct 2019

Connecting with a new generation of investors

By Janice Roberts

Ethical and responsible investing is becoming increasingly important to the millennial segment of the population and the financial services sector would do well to consider this when advising and developing products for these potential clients. Millennials are now entering their prime earning years, and this is a crucial stage where they need relevant investment advice...
08 Oct 2019

Investment Commentary: Glass half full or half empty?

By Janice Roberts

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist) from Old Mutual Wealth.  It’s been a rocky start to the final quarter of the year, as far as world equity markets are concerned. There is no shortage of conflicting signals, unease and uncertainties keeping investors up at night. The optimists and pessimists are...
01 Oct 2019

Investment commentary: Just peachy

By Janice Roberts

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist) from Old Mutual Wealth  If you thought political uncertainty was unique to South Africa or other emerging markets, think again. Last week saw the world’s two oldest democracies gripped by constitutional convulsions.  In the US, the Democrat-controlled House of Representatives has formally launched an...
10 Sep 2019

Transferring generational wealth – the options and decisions

By Janice Roberts

By: Elbe Thatcher, Fiduciary Specialist at Old Mutual Wealth At some stage of every investor’s successful financial journey, the question of transferring wealth arises. This simply means the transfer of wealth to your heirs or beneficiaries on your death by utilising different financial strategies such as, amongst others, wills, estate planning and/or trusts in a...
03 Sep 2019

CPD - An opportunity for advisers to be on top of their game

By Janice Roberts

Ever since Continuous Professional Development (CPD) became part of the Financial Sector Conduct Authority’s (FSCA) Fit and Proper Requirements (as required in Board Notice 194 of 2017, with effect from 1 April 2018), CPD compliance has become an inescapable reality for all financial services providers (FSP), key individuals and representatives such as brokers and financial...
15 Aug 2019

Life and living annuities - consider combining the two

By Janice Roberts

For most people, retirement can be a new and unfamiliar phase of life. It can be very stressful transitioning from having a regular income, to having one pot of money that must last you for the rest of your retirement years. At the same time, we are living in a time where advances in technology...
13 Aug 2019

Near-term resolution in US-China trade war 'out of the window'

By Janice Roberts

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist) from Old Mutual Wealth. Things got wild very quickly. Two weeks ago, US equities were at record highs, supported by the prospect of an interest rate cutting cycle and progress in the US-China trade talks. These two assumptions proved wrong. The Federal Reserve (Fed)...
30 Aug 2018

What will advice businesses look like post-RDR?

By Janice Roberts

Today, South African financial advisers are facing greater change and uncertainty than ever before. Of the many disruptors that will impact on the financial advisory arena in the coming years, the greatest will likely be the implementation of new regulation in the form of Retail Distribution Review (RDR). 
20 Oct 2017

What customers want… Why trust is the cornerstone of financial planning

By Janice Roberts

Regulators and financial planning professionals agree – financial sector regulation must promote access and inclusivity; ensure positive financial outcomes for consumers; and promote trust in advice, the financial planning profession and financial products. This is the message from a panel debate on regulatory change, held on the first day of the 2017 FPI Professionals Convention...
05 Oct 2017

Fiduciary lessons to be learnt from the passing of Hugh Hefner

By Janice Roberts

Following the recent passing of multi-millionaire Playboy founder, Hugh Hefner, allegations of a watertight prenuptial preventing his wife, Crystal Harris, from inheriting anything from his estimated $43 million fortune have raised a number of questions around the legal standing of a prenuptial agreement after the death of a spouse and the importance of having a...
18 Sep 2017

Ignore the content of your trust deed at your peril

By Janice Roberts

By Elbe Thatcher,  Fiduciary Specialist Old Mutual Wealth. Unfortunately, clients seldom take the time to study their trust deeds.  They usually sign the document and file it in a drawer somewhere never to be looked at again.  While blissful at the time, this ignorance opens the door to unplanned consequences, often leading to disillusionment for...