The recent deal between South African investment manager RECM Holdings and independent advisory business Wells Faber raises several questions – not least the succession challenge facing many independent financial planning businesses. With the average age of South African financial advisors in the late 50s, their need to solve the succession problem is becoming more urgent.
2014 is now upon us and already furious debate rages over the “fragile five” and the effects of reduced global liquidity on the emerging markets. In this latest quarterly newsletter, we also evaluate the “New New Normal” and interest rate normalisation effects on the developing world, particularly South Africa. We have our regular International and
Press Release: It is with much pleasure we announce the appointment of George Dell to the MitonOptimal team in Cape Town with effect from 1st July 2013. George joins MitonOptimal with a 28 year career in the Financial Services Industry gained from grass roots to senior levels and brings an in-depth understanding of the Industry
