Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
There are growing opportunities to be found across the African continent, despite the prevailing negative headlines, according to speakers at International Adviser’s South Africa Forums.
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Some clients even had to borrow money
Iboss’ Chris Rush discusses how investors can deal with extreme dispersion in fund returns
Prompted by latest comments from President and Treasury Secretary
Move facilitated by the acquisition of IM Asset Management
Biggest opportunities are in simplifying the advice process, enhancing compliance efforts and improving marketing and lead generation
An increase of 10.8% on the same period between 2023 to 2024