Citywire SA Adviser produces content specifically for financial advisers and wealth managers, including best practice for advice and practice management, as well as industry trends, regulatory changes and compliance. Citywire SA Adviser forms part of Citywire South Africa, which provides news, information, analyses and insight for the local investment industry. Set up in 1999, our parent company Citywire now has more than 200 employees in London, New York, Milan, Munich, Singapore and South Africa.
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Citywire SA Adviser reposted this
Day 2 – Cape Town Forum We’re kicking off an insightful day featuring Melanie Verwoerd Political analyst, former Member of Parliament for the ANC, former Ambassador to Ireland, and the former Director of UNICEF- Ireland. She’ll be sharing her perspective on South Africa’s social and political landscape — and what it means for #investors and #advisers. #Citywire #CapeTownForum #LeadershipInsights #FinanceCommunity #FinancialAdvisers
Allan Gray has extended access to its Multi-Manager Moderate and Cautious portfolios to include the retirement annuity, preservation and living annuity platforms from 1 October. The portfolios were previously only available within the Allan Gray Umbrella fund. Jaco Visser shares insights from #AllanGray's Taryn Duncan, here. #investmentinsights #financialplanning https://lnkd.in/dzDcAzjB
A lack of trustee and member education continues to undermine section 37C distributions, and #financialadvisers can help ensure that beneficiaries receive the intended payouts, said Rita Cool of Alexforbes. Advisers should educate both spouses about how #trustees may divide benefits and make sure that wills and beneficiary forms align. ‘You can’t be just a one-note adviser. You need to create the symphony,’ said Cool. Jaco Visser shares her insights here. #financialplanning #estateplanning #pensions https://lnkd.in/dGXvFJf2
#Wealthmanagers are beginning to wake up to #emergingmarket strategies as the global #investing environment shifts away from the ‘US exceptionalism’ narrative seen in the last decade. #wealthmanagement #markets https://lnkd.in/dHDbdrsa
UK #DFM Hilbert Investment Solutions is offering #financialadvisers an #MPS backed by traditional #insurance. #Citywire unpacks the offering here. https://lnkd.in/d2MEYmrF
#Profile: Cofounder of Wealth Associates and new firm Wealth And Asset Financial Services, Jeremy Squier, shares lessons from his 30-year career in #financialplanning - and a management buyout. He believes independence, teamwork and evidence-based #financialplanning are the pillars of a modern practice. RUAN JOOSTE shares more here. #financialadvisers #financialplanners https://lnkd.in/dsk4nX-A
Citywire SA Adviser reposted this
Citywire South Africa's 2025 Johannesburg Forums have kicked off, with delegates listening to acclaimed journalist Ferial Haffajee's keynote speech. #Citywire
Lloyds and Schroders' six-year JV in #wealthmanagement has ended, although many aspects of the commercial relationship will remain in place. Details here. Cazenove Capital Scottish Widows #financenews #wealthmanagement https://lnkd.in/dGtTEksd
The Council for Medical Schemes’ annual report shows relevant #healthcare expenditure continues to rise above inflation, utilisation is higher in the #medicalschemes industry, and membership growth has stagnated. The report also reveals interesting demographic trends in membership, as well as the #CMS's #NHI preparation. #medicalaid #regulation https://lnkd.in/dD4yZ248
#Sarb is repositioning to be at the centre of financial innovation by building the regulatory, technical and policy foundations for South Africa’s digital financial future. It's doing this by deepening its engagement with #cryptoassets and #stablecoins, according to its latest annual report, which RUAN JOOSTE unpacked here. #ReserveBank #financenews #openfinance https://lnkd.in/dRhJ3Fjc