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| Where I Am? | Viewer ==> Risk profiling – combining multiple factors as part of goals-based financial planning | |||||||||||||
Stanlib Collective Investments |
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| Stanlib Collective Investments | Q2 of 2023 | 3 years ago |
In this article we briefly highlight some of the flaws that exist with risk profiling. We discuss how advisers can evolve approaches by combining risk components to lay the foundation for goals-based financial planning.
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Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.Total assets under management (AUM) has breached the R3 trillion mark in 2022. |
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| Disclaimer |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |