Features

Best Practice | features 27 Jun 17

Building a successful advice business is not rocket science but it does require a clear vision, strategic objectives and the adoption of big data. Old Mutual Wealth’s head of international distribution development, Mike Leeson, offers a road map to success.

Profiles & Comment | features 19 Jun 17

Bupa Global managing director Sheldon Kenton talks about the unwinding of Obamacare under president Trump, trends in
cross-border business, and the importance of partnerships.

Investment | features 16 Jun 17

With a string of countries having been promoted from frontier market to emerging market by index provider MSCI in recent years, investors need to ask themselves the question: are frontier markets still a viable asset class? And if they aren’t, is that actually a problem?

Africa | features 9 Jun 17

With game-changing regulation on the horizon, Kieron McRae, development and brand director at South African advice firm Carrick Wealth, talks about how the industry and can only thrive by becoming more professional and investing in training the next generation of advisers.

Profiles & Comment | features 8 May 17

Award-winning adviser and author Deena Katz outlines the importance of conversation, academic training and the rise of fee-based advice in the US.