As index funds become more popular, we need to ask what will happen to the adviser and discretionary fund manager industries

It is always dangerous to count out a fund manager based on recent performance

The move to defined contribution pension funds shifted the risk from investment firmly in the direction of the employee

A factor that counts against SA is one of the basic pillars of retirement: the lack of a state-run national pension fund

Staying at work longer and postponing the first withdrawal are the surest ways to boost your pension income

ESG investing, including in infrastructure, is not as scalable as traditional asset management

In the investment team, Sanlam will be the dominant partner, but it will want to keep some of Absa’s skilled investment professionals

Investec was, and still is, refreshingly entrepreneurial

African Rainbow Capital has been set up to diversify Motsepe's Ubuntu-Botho consortium away from its highly successful investment in Sanlam. But the two ...

Independent financial advisers need to do a lot more to earn 1% of their clients’ assets in perpetuity

The arrogant assumptions of holding the number one position have clearly disappeared

Local institutions are holding on to their Quilter shares for dear life

Hotels, restaurants and B&Bs, devastated by the series of lockdowns, hoped to get a lifeline from their insurers. Instead, they were turned down on technical ...

Good death and disability benefits are seen as a way to attract and retain talent

It is difficult to understand the customer without specialist industry knowledge

Old Mutual Global Equity was the best performer over one year among the large global funds, with a 17.1% return compared with 15.3% for its main competitor, ...