South African income fund managers face that choice because a growing pool of savings has been competing for a limited supply ...

The R666m Aeon Balanced Prescient fund’s asset allocation is fairly close to the 60/40 rule; at the end of June, the fund had ...

Every business owner starts with a vision. You imagine the kind of clients you want to serve, the work you want to do, and the life you want to live as a professional. You design your business around ...

Citywire South Africa will unveil the nominees and winners of its 2026 Unit Trust Awards next week, recognising fund managers and investment groups for their performance.

Prescient Investment Management’s Bastian Teichgreeber believes advisers may increasingly need portfolios that can deliver real returns over six-decade periods.

Fund firm ends 10 straight years of outflows and after buying in over $1tn of assets to diversify during that run, Daniel ...

AI isn’t replacing junior fund analysts, but it is redefining what they do, with expertise in the technology becoming a minimum expectation for those in the role. AI tools already allow junior members ...

Modera CEO Tom Orecchio said his firm has increased dealmaking capacity and will continue to target sellers on the West Coast.

An overwhelming majority of RIAs would qualify as small entities, per data published by the SEC early this year.

Charles Schwab, the country’s largest custodian of RIA assets, now requires firms to onboard client accounts digitally in the vast majority of cases. The change took effect on November 2, with the ...

Mega-RIA Mariner Wealth Advisors has lost an advisory practice from its independent channel. Wealth With Options joined ...

A multi-billion-dollar UBS team has broken away to form an independent RIA with backing from minority investor and platform services provider Elevation Point. Kyle Kight, Alex Armstrong and Jamie ...