Balancing process, speed and compliance in wealth management onboarding

In an age where digital experiences are benchmarked against platforms like Netflix, YouTube, and social media, client and adviser expectations in wealth management platforms are changing rapidly.

The Digital Lowdown: Technology in your practice

The digital advantage starts here. Join us for the first of a three-part webinar series designed to help you build a future-fit, digital-first advice practice.

> Watch now

State of retirement in South Africa: life after Two-Pot

It’s been nearly a year since South Africa’s Two-Pot retirement system came into effect, and now that the dust has settled, we’re taking stock: How have members responded? What impact has greater access to retirement savings really had? And what does the road ahead look like for retirement reform?

> Find out more

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Invest Insights

Monthly Market Wrap: July 2025
3
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Minute Read
Monthly Market Wrap: July 2025
By
INN8 Invest

Markets on the up - snubbed The tariff show.

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Monthly Market Wrap: May 2025
3
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Minute Read
Monthly Market Wrap: May 2025
By
INN8 Invest

Investors shook off trade war fears.

> Read more
Game of Tariffs
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Game of Tariffs
By
INN8 Invest

In a world where economic alliances are shifting and global markets are bracing for impact, a new power play has emerged – one with consequences as sweeping and unpredictable as any seen in the halls of the West(eros).

> Read more
Monthly Market Wrap: April 2025
3
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Minute Read
Monthly Market Wrap: April 2025
By
INN8 Invest

Big U-turns prevent a meltdown in financial markets.

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Monthly Market Wrap: January 2025
3
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Minute Read
Monthly Market Wrap: January 2025
By
INN8 Invest

Trump laid the groundwork for continental trade war.

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Monthly Market Wrap: February 2025
3
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Minute Read
Monthly Market Wrap: February 2025
By
INN8 Invest

US stocks down as Chinese market surges

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Make Investments Great Again!
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Minute Read
Make Investments Great Again!
By
INN8 Invest

Adapting South African Investment Strategies to Global Shifts in 2025.

Join us for our first webinar of the year, as we explore how changing global and political conditions will impact South African investment strategies in 2025.

> Read more
Beyond the ballot - Global Investment Insights in a Post-US Election World
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Beyond the ballot - Global Investment Insights in a Post-US Election World
By
INN8 Invest

Although there is much talk of de-dollarisation and the rise of China, the United States remains the single biggest economy in the world - and one that continues to matter.

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The Art of Balance: Mastering Multi Asset Fund Construction
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The Art of Balance: Mastering Multi Asset Fund Construction
By
INN8 Invest

Welcome to the last episode of INN8 Invest’s season of Connect The Dots, where we delve into the intricate world of investment management.

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Monthly Market Wrap: February 2024
3
|
Minute Read
Monthly Market Wrap: February 2024
By
INN8 Invest

US inflation remains sticky – rate cut expectations pushed out

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Monthly Market Wrap: January 2024
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Minute Read
Monthly Market Wrap: January 2024
By
INN8 Invest

BIG TECH continues to drive global rally

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Using AI to help in determining if past performance is a predictor of future success
5
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Minute Read
Using AI to help in determining if past performance is a predictor of future success
By
INN8 Invest

Investors often study historical fund performance relative to industry peers when selecting an investment fund/portfolio, and from experience, a 3-year performance number is a popular reference point.

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DFM Monthly Wrap: November 2023
3
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Minute Read
DFM Monthly Wrap: November 2023
By
INN8 Invest

November marked the strongest monthly gains for risk assets this year, with a broad rally in both equities and bonds that was helped by a further slowdown in global inflation.

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Future Focus: The Business of Asset Management
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Minute Read
Future Focus: The Business of Asset Management
By
INN8 Invest

Learn more about the impact and importance of asset managers on the investment value proposition of financial advisers.

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Future Focus: Man vs Machine
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Future Focus: Man vs Machine
By
INN8 Invest

Is the future of investments “Man vs Machine” or “Man and Machine”? Discover what asset managers are thinking about the role of AI.

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DFM Monthly Bulletin: April 2023
3
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Minute Read
DFM Monthly Bulletin: April 2023
By
INN8 Invest

Take a look at what happened in last month's markets and how it affected performance, with Portfolio Manager, Carl Chetty.

> Read more
DFM Monthly Bulletin: March 2023
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Minute Read
DFM Monthly Bulletin: March 2023
By
INN8 Invest

Take a look at what happened in last month's markets and how it affected performance, with Portfolio Manager, Lubabalo Khenyane.

> Read more
DFM Monthly Bulletin: February 2023
2
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Minute Read
DFM Monthly Bulletin: February 2023
By
INN8 Invest

Take a look at what happened in last month's markets and how it affected performance, with Portfolio Manager, Richo Venter.

> Read more
Future Focus: Global Recession Looming
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Minute Read
Future Focus: Global Recession Looming
By
INN8 Invest

Learn about the potential risks of a global recession and impact on local and global markets so you can easily advise your clients.

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More savings, less tax - take advantage by contributing more to your retirement fund(s)
7
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Minute Read
More savings, less tax - take advantage by contributing more to your retirement fund(s)
By
INN8 Invest

In the first of an updated three-part series, we discuss how you can save on tax by starting to contribute – or contributing more – to your current retirement fund(s). The updated series focuses on section 11F of the Income Tax Act – the deduction of contributions to retirement funds.

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DFM Monthly Bulletin: January 2023
3
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Minute Read
DFM Monthly Bulletin: January 2023
By
INN8 Invest

Take a look at what happened in last month’s markets and how it affected performance, with Portfolio Manager, Melvyn Lloyd.

> Read more
Never Panic...Focus On Your Goals
3
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Minute Read
Never Panic...Focus On Your Goals
By
INN8 Invest

When investing, acting on emotion can lead to irrational decisions. Develop a sound investment game plan and stick to it.

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Income Funds And Effective Yields – Mind The Pitfalls
4
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Minute Read
Income Funds And Effective Yields – Mind The Pitfalls
By
INN8 Invest

The main pitfalls associated with income funds and effective yields require research and a solid understanding of the fund’s strategy.

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DFM Monthly Bulletin: December 2022
3
|
Minute Read
DFM Monthly Bulletin: December 2022
By
INN8 Invest

Take a look at what is happening in this month's markets and how it's affecting performance with Portfolio Manager, Carl Chetty.

> Read more
Future Focus: Don't be greedy, don't be fearful
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Future Focus: Don't be greedy, don't be fearful
By
INN8 Invest

Learn how investment teams manager their funds in times of high volatility – and more specifically, in times of deep market drawdowns.

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DFM Monthly Bulletin: October 2022
2
|
Minute Read
DFM Monthly Bulletin: October 2022
By
INN8 Invest

Take a look at what is happening in this month's markets and how it's affecting performance with Portfolio Manager, Richo Venter.

> Read more
DFM Monthly Bulletin: September 2022
1
|
Minute Read
DFM Monthly Bulletin: September 2022
By
INN8 Invest

Take a look at what is happening in this month's markets and how it's affecting performance with Portfolio Manager, Melvyn Lloyd.

> Read more
DFM Model Portfolio Returns – The Proof is in the Pudding
4
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Minute Read
DFM Model Portfolio Returns – The Proof is in the Pudding
By
INN8 Invest

Although past performance is not necessarily a guide to future performance, it is one of many aspects to consider when making a comparison between ‘like-for like’ portfolios. Leigh Kohler explains...

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The Multiplier Effect: How the Right DFM Partner Can Impact Your Bottom Line
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The Multiplier Effect: How the Right DFM Partner Can Impact Your Bottom Line
By
INN8 Invest

Do you want to understand how the right discretionary fund manager (DFM) partner can elevate your business and unlock potential? It's called the multiplier effect and we've got the insight right here. This position paper dives into the impact a DFM has on the operations of an adviser's practice that highlights the value of financial advice.

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The Geopolitics of Investing
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Minute Read
The Geopolitics of Investing
By
INN8 Invest

In April 2022, we took a deep dive into the world of discretionary investment management as we bring you our latest proposition, INN8 Invest. Featuring Leigh Kohler, Daniel Silke and Georgina Smith.

> Read more
Gains and Losses - Grossly Misunderstood
4
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Minute Read
Gains and Losses - Grossly Misunderstood
By
INN8 Invest

If you lost 50% of your money, what return would you subsequently need to get back to your original investment? Your gut instinct would probably be to say 50%, since that is how much you lost. However, with a little consideration you would get to the correct answer of 100%.

> Read more
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