Carrick Wealth
PEOPLE MOVES: Globaleye, Carrick, Fidelity
Globaleye’s head of business development resigns, Carrick appoints a strategic projects director to its board and Fidelity hires an ex-Pioneer man in the newly created role of global head of product.
PEOPLE MOVES: The Fry Group, Carrick Wealth and Cadel Consulting
The Fry Group adds a veteran adviser in Singapore, Carrick Wealth appoints a high-flyer to its board and Bob Pain launches his own consultancy firm.
Analysis: South Africa’s commission conundrum continues
Upfront commission remains a burning issue in South Africa, as the nation’s financial advice sector awaits the regulator’s next move following the signing of the ‘Twin Peaks’ legislation into law.
Best Practice | 5 Jul 17
Eight tips to consider before advising millennials
Today’s millennials are tomorrow’s clients, says Craig Featherby, chief executive of South African advisory firm Carrick Wealth. Their different attitudes to things like money mean millennials use language differently to talk about it. In order to advise them, we need to understand how they communicate, he adds.
Professionals are the future of South African advice
With game-changing regulation on the horizon, Kieron McRae, development and brand director at South African advice firm Carrick Wealth, talks about how the industry and can only thrive by becoming more professional and investing in training the next generation of advisers.