Opportunities for new advice models

Opportunities for new advice models

The international markets are being impacted by considerable change. Providers and advisers alike are facing a new wave of challenges, from regulation to a more informed, demanding and mobile consumer.

Published : 16, Feb 2017
Breaking down S. Africa’s Special Voluntary Disclosure Programme

Breaking down S. Africa’s Special Voluntary Disclosure...

A great number of people are eligible under the South African government’s special voluntary disclosure programme, but not everyone is.

Published : 14, Nov 2016
Diversified income, consistent outcome

Diversified income, consistent outcome

Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes.

Published : 9, Sep 2016
Hong Kong gains pace with regulatory shifts

Hong Kong gains pace with regulatory shifts

Mark Christal, chief executive officer of Hong Kong for Old Mutual International, part of Old Mutual Wealth, on the shifting sands of Hong Kong’s regulatory landscape, its impact on all participants in financial services within the region, and the challenges facing product providers, advisers and end clients.

Published : 21, Jul 2016
What is practice management?

What is practice management?

This video series from Old Mutual International looks at what Practice Management is, how to build a sustainable business and the stepping stones to help you get there. Video 1 looks at the main components of practice management and provides an example of how it has improved a business.

Published : 1, Jun 2016

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