02/06/2019

The UK’s top income funds of 2018 revealed - Sanlam

The fund jumped 37 positions to reach the top position that was previously held by the Slater Income Fund, which has dropped into the Grey List after a more difficult 2018 and a pickup in volatility over the period reviewed.

01/30/2019

Capturing the middle-class millionaire

As such, their value system is akin to that of the middle class: They are hard-working and seeking to accomplish more, they feel they give more than they get and they want help with keeping more of what they earn.

01/29/2019

Winners and losers in 2018 global wealth market

“As ever even in an environment that a marketplace is stable the advice firms that focus on client needs, client service and that focus on the client outcomes and the advice journey are seeing their client numbers swell.”