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The international high-yield bond market functions as one of the largest and most technically evolved sources of corporate funding in the global financial system. Its depth runs into the trillions and its instruments are traded across jurisdictions and currencies, forming a continuous flow of capital between borrowers seeking long-term funding and investors seeking returns on […]
FPI members can earn 2 verifiable CPD points for reading the latest issue of MoneyMarketing.
The January issue of MoneyMarketing unpacks what investors can expect in the year ahead, from shifting market conditions to the factors that will be shaping portfolios in 2026. We explore how advisers can help clients set meaningful financial goals, maximise the power of tax-free savings accounts and strengthen long-term security through effective retirement planning. We also look at the growing role of technology in transforming advice.
THE POWER OF TAX-FREE SAVINGS ACCOUNTS
One of the simplest and most tax-efficient ways for clients to build wealth over time remains underutilised in many portfolios.
WHAT FINANCIAL ADVISERS CAN EXPECT IN 2026
It’s going to be a year shaped by renewed business confidence, shifting client expectations and a fast-moving regulatory and technological landscape.
Effective financial goal-setting begins with understanding a client’s life ambitions and translating them into clear, measurable and achievable long-term targets.
GETTING RETIREMENT PLANNING BUY-IN
Despite retirement planning being essential for South Africans, many are still woefully underprepared. But how can FAs help to remedy this worrying situation?
