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
See all the individual performance and service award winners from Citywire South Africa's annual #DFMAwards here. These are our winners: OIG, FNB Wealth and Investments, Seed Investments, TRG Asset Management, INN8 Invest, INN8, PSG Investments, MitonOptimal South Africa, STRATEGIQ Capital, NAVIGA SOLUTIONS, Glacier Invest, Portfolio Analytics (PTY) Ltd and Symmetry. https://lnkd.in/d98fYfxH
Citywire SA Adviser reposted this
See our glamorous and debonair #DFM award winners from last night's gala dinner here. https://lnkd.in/dgJ83d4K
See all the individual performance and service award winners from Citywire South Africa's annual #DFMAwards here. These are our winners: OIG, FNB Wealth and Investments, Seed Investments, TRG Asset Management, INN8 Invest, INN8, PSG Investments, MitonOptimal South Africa, STRATEGIQ Capital, NAVIGA SOLUTIONS, Glacier Invest, Portfolio Analytics (PTY) Ltd and Symmetry. https://lnkd.in/d98fYfxH
The number of #retirement savings and endowment policies contracted from five million to 4.9 million in H1 2025, according to Association for Savings & Investment South Africa (ASISA) data. This was mainly due to maturities and surrenders. Jaco Visser shares details, and insights from #Asisa's Gareth Friedlander on the data, here. #retirementplanning #financialplanning https://lnkd.in/dBeVtzyY
#Opinion: In his latest column, EB consultant Johann Peens CFP ® reflects on #twopot: the numbers, member behaviour and what the future looks like... He also shares six behaviour-shifting levers for #financialadvisers and consultants going forward. #financialplanning #employeebenefits #retirementplanning https://lnkd.in/dBv2SP5r
FNB Wealth and Investments has won Citywire South Africa’s overall #DFM performance award for 2025! FNB South Africa #DFMs #CitywireDFMAwards #financenews FirstRand
Citywire SA Adviser reposted this
Optimum Investment Group has been crowned Citywire South Africa’s DFM of the year! At a gala dinner at Mount Nelson, A Belmond Hotel, Optimum was also presented with #Citywire's overall service award for 2025! #DFMs #CitywireDFMAwards #financenews OIG
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